PremiumJapan and China semis are back on the accelerator (NKY to new highs). If you’re looking for signs of excess, Goldman Sachs One-Delta desk-head, Rich Privorotsky, points to Marvell, which rallied +30% after Jensen Huang at Computex merely suggested it could become the next trillion dollar company. Oil
Risk Remains Concentrated In 3 Places; Goldman 1-Delta Desk Says Fed's Reaction Function Has Changed
...supply is becoming increasingly difficult theme to ignore in equities.
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