Section
Semiconductors
2 posts
The Rally Nobody Trusts—and Why It Keeps Going Anyway
Scott Rubner of Citadel Securities spent seven weeks in front of institutional investors across three continents. What he heard wasn't confusion. It was nervous consensus.
Parabolic Semiconductor Rally Is Pricing In 2028 Already
by Lance Roberts, RIA The parabolic semiconductor rally crossed a line this week. SOXX, the iShares Semiconductor ETF,…