There’s one group in the market sticking out more than any other that looks like it could be setting up as a CPU or memory esque trade.
I wrote an article on the CPU trade when $INTC was $45, $AMD $200, and $ARM $140.
I discussed the new trade here: open.substack.com/pub/zastoc…
Link
The Next Memory Trade?
Could this be the next memory? My positioning, stocks in this theme, and more.
zastocks.com