I know I keep going on and on about Next Era Energy (NEE), but it’s a fantastic top, and it seems to be, at long last, starting to turn south.

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Just a few thoughts on a handful of semiconductor stocks. First, the king of them all, Nvidia. I read that there is a tremendous amount of call-buying activity at the $1,000 level. Clearly there is a strong conviction that the psychologically satisfying Big Round Number will be achieved. Not yet!
