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Get Into The AI Trade Before This Happens
Luke explains why he's not concerned by the recent AI infrastructure selloff, despite weeks of weakness across semiconductor and AI hardware stocks. He breaks down why strong earnings from TSMC, ASML, Samsung, and Aehr Test Systems weren't enough to reignite the rally—and why that's exactly what he expected.
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axios.com
Investors blink on the AI trade
Chipmakers are the picks-and-shovels of the AI gold rush, and they are now looking shaky.
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investorplace.com
Why Did Two AI Giants Fall After Beating Earnings?
In this week’s Navellier Market Buzz, technology analyst Tiernan Ray joins me to explain why Wall Street reacted the way it did, what it says about the AI buildout and where…
