Vivek Arya, Bank of America managing director, joins ‘TechCheck’ to discuss the most ‘obvious trade’ over the next several years, what will happen to these stocks in the next year and the implications of the recent TSMC investment in the U.S. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
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Video Rating: / 5
That means it's almost time to buy SOXL 1:55
"Whenever you find yourself on the side of the majority, it is time to pause and reflect." –Mark Twain
There becomes too much civilisation and it becomes away from existence of labouring force
"Opportunities don't happen, you create them." –Chris Grosser
Haven't you heard? Value's going to lead the market for the "next decade" (apparently crystal balls are a little "cloudy" concerning near-term timeframes like, say, tomorrow) — you don't want to miss out, tech is dead, so keep selling ASML, TSM, NVDA, AMD, LRCX, and buy those value stonks before they replace Big Tech atop the SPY–; or you could hold out for the dreaded "capitulation" and sell them at the very bottom, no worries, I'll be here for you, providing liquidity, an honest dime for every dollar of "worthless fiat"….
What is the leading way to build capital in the stock market. What's the best way to make money from crypto Trading ??
How long did you film this?
I think!!!!!!! I think!!!!!!! …..well i think nottttttttttt!!!!!!?????
Once you hear 'soft landing', disregard anything said after. No soft landing… And TSMC fab will be operational in 2026… these analysts were pumping NVDA at 300… beware. Semis are cyclical, they have still rozměry to go way down.
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I always like this dudes analysis of semis