Long chips or long disappointmentAt this point, calling it a “broad equity rally” feels borderline dishonest. The market has effectively become a leveraged bet on AI capex, semis, and anything remotely connected to compute demand. If you are not long chips, you are mostly just long disappointment.New ATH
One Trade To Rule Them All
Hedge funds are panic-buying semis, Korea flows have gone vertical, NVDA is humiliating Bitcoin, and the rest of the stock market has officially been demoted to NPC status.
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