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- Apr 10 Semiconductor stocks are starting to do b
Market
“Inflation rose by 3.3%- higher than expected thanks mostly to higher oil prices. This is hopefully just a blip in the longer term move lower” 😊 😋
NASDAQ did well on the back of $NVDA ( ▲ 2.57% ) $AVGO ( ▲ 4.69% ) and $AMD ( ▲ 3.55% )
Semiconductor stocks usually tend to be the early indicator of tech revival. They are cyclical, but also in this point in time, the leading indicator of AI recovery from a revenue standpoint. $NVDA ( ▲ 2.57% ) $AMD ( ▲ 3.55% ) $MU ( ▼ 0.22% ) and $AVGO ( ▲ 4.69% ) would be the early ones to follow.
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Insights from the portfolio
Video of the day
Today’s video is on Qualcomm $QCOM ( ▲ 0.24% ) the semiconductor and mobile tech company.
