Semiconductors again, people. Every day! You want to buy this stuff? Go right ahead! But this is a sick fever, and it’s going to end. Maybe today. Maybe tomorrow. But when the music stops, there’s going to be a rush for the exits.





I think the one to blame this morning is Nvidia, since it has firmly broken above its very lengthy range, and it is trying to “catch up” with its much smaller compatriots, who themselves have already have their big run.

