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Show Notes

Summary of the day

3:57pm. Very strong close. Lets talk about NVDA. INTEL.

Semi-Conductors are running out of gas! Check out $SOX , $SMH , $NVDA , $ASML , $LRCX . My point is watch $NVDA. it is the chip market!

It is a race of $META and $NVDA . The largest buyer of NVDA AI Chips and largest supplier of AI chips.

Freebie. My 2nd barometric reading is almost there. This is the money printing machine in 1 chart. Multiple crashes and rallies. My long term target for this ratio chart is $25 USD. Either vix is exploding or prices of risk assets declining, and or both. Disclaimer: we can still rally some more from here. Especially if the Fed rate cut happens Jan 31 since everyone is expecting it. Watch the banks as they need lower rates.

For your consideration:

Here is the follow up debate to Thoughtful Money’s original Doomberg Peak Oil interview. Be ready to learn, think and formulate your own opinion. The best of the best hosted by@Adam Taggart with guests @Doomberg and Adam A. Rozencwajg.

#OIL #ENERGY

Breadth

* 510 new highs

* 161 new lows

* 68% advancing 26% declining

* 32% below 50 day ma

* 35% below the 200 day ma

Stuck out

Lot’s of strength everywhere!

But weakness where it matters most! $NVDA, $AAPL, TSLA, Financials were eh.

Strong

Weak

Visa $V off 2.4% on earnings after hours. PAY OFF YOUR CREDIT CARDS!

Slides from IR

Intel $INTC down 7% plus after earnings. Presentation deck, only 9 slides with content.

What to watch

Jan 31 Fed rate decision

Watch mag 7

Watch yields

Economic data

https://www.marketwatch.com/economy-politics/calendar

Financial Freedom is not free, but the treasure is worth the pursuit.

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Podcast EP 126 Gushing Semi-Conductors (Jan 25) 11:40 Share

Not Your Advisor

Shownotes Transcript

Podcast EP 126 Gushing Semi-Conductors (Jan 25)