• It’s not a surprise to see Bitcoin pullback after yesterday’s HUGE move…it would actually be normal and healthy.
  • Nvidia (NVDA) is almost 23% of the SMH semiconductor ETF.  The rest of this key leadership group has been lagging badly since mid-summer.  So, next week’s earnings from NVDA are going to be even more important than usual!....In other words, the “Trump trade” shouldn’t be the only focus for investors as we move forward. 

 

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