Podcast EP 126 Gushing Semi-Conductors (Jan 25)

$SPY $QQQ $IWM $ES_F $VIX $AAPL $AMZN $META $MSFT $NVDA $TSLA $TLT $TBT $BTC $ARKK $ARKB $FBTC $BTCO $IBIT $BRRR

Jan 26, 2024

Transcript

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Doomberg

Adam Taggart

Herb Greenberg

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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 0.00%↑ , NVDA 0.00%↑ , ASML 0.00%↑, LRCX 0.00%↑ . My point is watch $NVDA. it is the chip market!

It is a race of META 0.00%↑ and NVDA 0.00%↑. 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