Focus on the Semis

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Greetings, one and all, from another hotel suite, where it’s approaching 2 in the morning and I feel compelled to post a few charts. It’s what I do.

I am quite fixated these days on semiconductors, so I took a look at the components of the VanEck Vectors Semiconductor ETF, whose components can be seen here. I took a look at them all, and the gallery below has the ones I found the most interesting. I am, naturally, short in multiple ways this entire group.

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