Ryan Detrick, CMT
@RyanDetrick
Chief Market Strategist at @CarsonGroupLLC
🔎 for the perfect BBQ
Host to the Facts vs Feelings podcast
CNBC Contributor
Portfolio Manager to +$8B in AUM
参加 February 2009
1.5K フォロー中 221.4K ファン
One to watch is CDS volume for chips and hyperscalers is exploding as CAPEX spending soars.
Nice one in @dailychartbook yesterday.
Hyperscaler CDS = ORCL, META, AMZN, GOOGL, MSFT, SPCX
Chip CDS = AVGO, AMD, NVDA
もっと見る
