Semi-Charmed stocks 2/5/24 - podcast episode cover

Semi-Charmed stocks 2/5/24

Feb 05, 20248 min
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Episode description

Chips… versus the rest of the market. Semiconductors are THE trade of 2024 (Nvidia up 42% YTD btw)… So why aren’t they beating the expectations? Today, truth and fundamentals within tech.


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