After eating, take a quick look


SOXX is up 1.6%, NVDA is up only 1.3%
Semiconductors surged hard on Monday — NVDA isn’t the lead boss
VIX plunged to 18.2 and the market isn’t afraid at all
For the past year and a half, NVDA has always moved first, and semiconductors follow
Today SOXX is outperforming NVDA by a factor of two
If this setup starts to loosen, money will spread from the leader outward
NVDA is no longer the only engine driving semiconductors
This is the first time I’ve seen this this year
Confirm tomorrow — once confirmed, I’ll go in
SOXX4.54%
NVDA0.99%
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