Warren Pies
@WarrenPies
Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice
Joined February 2014
1.9K Following 80.4K Followers
Semis + hyperscalers rallying together = new index highs
Semis + Mag7/Hyperscalers up together today.
This has been a rarity this year (semi vs hyperscaler correlation at an all-time low).
The recipe for new S&P 500 highs is hypers + semis rallying together.
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