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- Jan 9 Semiconductor binge is starting to get
Market
“Mortgage rates hit a 2 year low as the administration ordered buying up of more bonds, raising rates and lowering prices. A quarter point rate cut is expected to under 6% a psychological level for buyers” 😊 😋
$ASML ( ▲ 0.58% ) hit all-time-highs as many semiconductor, memory and AI infra stocks continue their move higher - $LRCX ( ▲ 0.93% ) $AMAT ( ▲ 2.01% ) $INTC ( ▼ 3.27% ) $STX ( ▲ 5.75% ) $SNDK ( ▲ 3.14% ) $OKLO ( ▼ 2.67% ) all continued to be the top gainers for the day and the week.
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Insights from the portfolio
Video of the day
Today’s video is on The Trade desk $TTD ( ▼ 1.05% ) the leading demand side ad platform.
