Why I'm 80% Cash While Everyone's Busy Blaming Kimi K3 (SP500)
· seekingalpha.com
Semiconductor selloff overview: SOXX/QQQ, crowded long semis, TSMC & ASML reactions, and what to watch next (hyperscaler earnings, Warsh).
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...