Semis Survived Hawkish August Jobs Data: CPI’s Next (SP500)
· seekingalpha.com
AI and semiconductor stocks rallied despite a hawkish jobs report; however, the markets still need to clear the August CPI report on September 11. Read more.
Thematic. Top down. I often find the theme before I find the stock. My philosophy is that themes are often born quiet and die loud. I try to catch them while th...