This week it’s a battle between AI and inflation

This week it’s a battle between AI and inflation

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Nvidia lifts most but not all tech boats

Nvidia lifts most but not all tech boats

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Nvidia lifts most but not all tech boats

Selling ASML Holding today in an effort to get ahead of the trade war with China

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Nvidia lifts most but not all tech boats

It’s a new trade war with China and this one is really, really serious

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Nvidia lifts most but not all tech boats

Micron’s revenue warning is shot across the bow of chip equipment makers

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Nvidia lifts most but not all tech boats

More disruptions to the global chip supply chain-I’ll do some trimming in the sector tomorrow by selling ASML, LRCX, and IFNNY

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