The Rotation out of Semiconductor Winners

Alex Coffey and Kevin Green examine the rotation out of, and market areas benefitting from semiconductor winners, highlighting Nvidia (NVDA). They also preview May’s PCE data which will be released tomorrow morning.
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#investing #trading #finance #stocks #global #equities #markets #stockmarket #stockmarkettoday #nvidia #semiconductor #nvda #pce

[@musiccreation1198]

Rotating out of semis now is really, really dumb. Hyperscalers will not (truly) monetize AI for another 18-24 months. I work for one :)

[@derekwillstard3613]

Bro, it’s gonna take 7/9 months. I work for another one 😛

[@weho_brian]

overweight semis, market weight megacaps, underweight/bearish non-AI software

[@Lofloral]

Diane was Drunk all day

[@RK-um9tu]

CTE Alert!

[@Thenobelfan]

Honestly , we are in a once in a lifetime opportunity , if you just keep buying the dip in Nvidia … you are good , as long as Jensen keep delivering

[@jtgoinvest2687]

There seems to be a pull back on stocks with premium valuation (higher PE ratio) across all sectors (not limited to Tech) whilst some price increase for stocks with lower PE ratio. Premium valuation may go side ways until the other stocks catch up on their valuation. Rebalancing phase on risk rewards ratio as well.

[@naphthaitalia]

Omg i miss her on yahoo finance. 😢

[@pauljasson8731]

Just invest in SMH and SOXX for long term will do!

[@shannonoliver7992]

SMH is 25% NVIDIA , and 12+% TSMC. Great etf! You’re good!!

[@JCBCoin]

Since when is 23% profit increase dragging down? This just proves this is all rigged

[@bobd7038]

Schwab is not the authority on any rotation out of semiconductors. So stupid.

[@Teen-Conor]

more diversity hires.

[@weho_brian]

what is wrong with the analysis?

[@AC-jk8wq]

Money knows no colors…