You trust WB but not CM, right?
This is most likely WB’s two young lieutenants. CM is just too old and cynical.
Moving 5 years.
AAPL vs leading chip stocks. Going forward, can AEHR and AMD maintain its outperformance?
Perspective matters…
I am a genius… bot 500 shares… NVDA doubles from bottom on Oct 12, 2022.
I am a LT buy n hold (hopefully forever) investor… YOLO… to the moon… ST performance is irrelevant.
Technically ST oversold…
Since S&P bottom on Oct 12, 2022. Semis have been leading the broad market. There are three distinct groups:
Leaders: NVDA AEHR outperforming even the triple semi ETF SOXL
Mid: AMD TSM ASML AVGO
Laggers: MU QCOM
My 2 cents, SOXL is completely tradable ETFs, should not be compared to buy & hold kind with NVDA or AEHR.
Now, Semi’s are up already, not worth buying.
The best now is bank stocks (My guess). You may not believe now (as lot of scary stories are going around banks).
Let us monitor next 45 days SMH vs KRE and also QQQ vs XLF