After six hours of tv this week, you’d think I’d phone it in and skip tonight’s episode of The Big Skinny.
But think again!
With everyone saying semiconductors are the most crowded trade on Wall Street, I need to speak up…
What’s The Big Skinny? Sell semis because they’re crowded is precisely the lazy analysis that makes investors miss the biggest trends in the market. We’re breaking why tonight, plus digging into $NVDA ( ▼ 1.64% ) earnings and sharing 10 other AI stocks that are still no-brainer buys.
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.1 Headline.
Leave it to Barron’s – and BofA – to try to scare us stockless again.
Mind you, this is the same group of managers surveyed last month who were overwhelmingly bearish on the broader market.
(How’s that working out for you fellas?!)
Against this backdrop, we’re diving straight into three huge market questions tonight:
Are semis too crowded?
Is Nvidia still a buy?
And how big could the SpaceX IPO really be?
The setup is simple:
Mag 7 earnings continue to overpower the skeptics.
Semiconductors $SOXX ( ▲ 3.94% ) keep outrunning the broader market.
And the next mega-story is already sitting in an S-1 filing that just landed at the SEC.
If you think this market has already made its move, think again.
🎥 Tune in LIVE at 5 PM ET. All filling. Zero fluff.
As always, we’ll be taking your questions live and sharing one key chart and at least one investment you should focus on right now. So join us!
For entertainment/educational purposes only. Not financial, legal, or tax advice; not a recommendation or solicitation. Terms & Conditions: TheBigSkinny.com.
