Ugly session for many a stock — breadth pinned at 35-40% all day. It was a NASDAQ centric tape, with most losses in “everything else” in addition to some profit taking in the semis. Several notable headlines:Trump to restrict corporations from buying res homes — GOODTrump to restrict defense contractors from share buybacks until they...Read More

Not sure If I have communicated this properly, but one of the big themes in the semis now is NAND, HBM and DRAM/HDD prices soaring due to AI moving to the edge and apparent massive shortages.NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: – THE BOTTLENECK IN MEMORY IS SEVERE$MU is ramping HBM4 to ~15k wafers...Read More