Bespoke(@bespokeinvest):Thanks so much for having us on. In order for the growth trade to get back on track semis and/or memory stocks are going to need to get back above their 50-DMAs.

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Bespoke

@bespokeinvest

Bespoke Investment Group - Financial Markets Research. Learn more here:

Joined April 2009

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Bespoke@bespokeinvest

2026.09.01 13:34

Thanks so much for having us on. In order for the growth trade to get back on track semis and/or memory stocks are going to need to get back above their 50-DMAs.

Morning Call@CNBCMorningCall

2026.09.01 12:17

Morning Call Sheet: AI, rising yields and oil test the September rally. @PaulHickey of Bespoke Investment Group, @Stephanie_Link of Hightower and Sylvia Jablonski of Defiance ETFs discuss AI spending, rising bond yields, oil prices and the risks facing markets in September. solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr $QQQ $VIX