A week ago, about one in four chip stocks I follow had their weekly trend pointing up. Tonight it's about four in ten. The strength is spreading out inside the group. And the drivers changed again. The companies that build chipmaking machines led last week, then gave some back: $KLAC , $TER and $LRCX each lost about 4% in two days. The money moved to chip design and AI names like $SNPS , $AMD , $NVDA and $AVGO . Same sector, new leaders, two weeks in a row. Machine makers catching their breath, or the leadership moving on? Not investment advice. Find more of my deep dives on my newsletter 🐝
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2 Comments
Fraidoon Latifi
@latifi · 15d
Just rotation, but slowly they grow together.
Ngozi @ngconsult · 15d
Then ai power this week... please which are has not witnessed the rotation ...let me see if I will take positions
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