Go fully in cash and watch from the sidelines


Semiconductors are going crazy
SOXX is up 2%, SMH is up 1.6%
NVDA is only up 0.5%
The leader won’t move—so the followers run first
This signal doesn’t look good
Most likely, it’s another drag holding things back
SOXX3.34%
SMH3.01%
NVDA4.30%
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