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
가입 February 2009
1.5K 팔로잉 중 221.4K 팬
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
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