The Semiconductor Trade is Over

Tech saw heavy selling last week, but the pullback will likely be short-term, notes Ross Givens. He believes the semiconductor trade is over with AMD, ASML, and INTC all getting killed. Givens then delves into more cyclical stock picks which include Alamos Gold (AGI), Generac (GNRC), and KKR & Co. (KKR).
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[@weho_brian]

some of us are not buying NVDA today, we bought NVDA 12 months ago 😄

[@jwa7378]

Exactly these guys are literally the worst

[@randyh5494]

He suggested alamos ? And gold miners 😂 He doesn’t have a clue what he’s talking about

[@robertquerry627]

He’s Cramer , do the opposite

[@thetradersam6157]

he don't know shit, he needs to stop drinking🤣🤣🤣

[@AnimaChronix3]

ASML is saying that the semi sector is entering a new upturn cycle and you should not buy ?

[@sailee2346]

he is shorting or creating panic to pick up shares.

[@texflier]

not too bright - check the earnings Einstein

[@Judge247]

Postmodern analysis. Logic is most effective when supported by DATA and least effective when couched in emotional anecdote. Historical (documented) summer seasonality will weigh down the chip sector, with progress likely resuming in the fall.

[@fuse-u8k]

Almost everyone is saying that as the market shifts to the Russel. They want them to tank and will scoop them back up.

[@HRaychin]

Where did he hid bottomed bottle of rom he drank before live interview

[@bennettcheng7852]

What are you going to do with the all this gold? And what can it possibly do any good to humanity? Staring at it? Interesting thought

[@jeffreyjoseph9082]

Alright Ross, we're keeping receipts... let's check back in 3, 6 and 12 months. $NVDA $SMH

[@luorobby9517]

HE KNOWS NOTHING. FEEL BAD FOR HIM.

[@ajramos007able]

Wow I’m glad this guy has all the answers. I hear these guys talk shit all the time. Look when Meta was over a hundred everyone was selling, what’s the price now?

[@__greg__]

😂😂😂 ok

[@peanutz1943]

Just mute it and what their body language, nuff said

[@user-fk3wr3zx4b]

Who are these jokers that Schwab keep inviting, makes absolutely no sense. He should stop whatever he is smoking. 10-15% upside left for Nvidia? Really?? So according him Nvidia ceiling is $135, and without supporting his claims with data? Poor effort on his part to fear-monger folks into selling. I bet he is either a short or hoping the price will drop to scoop some more

[@AdHernandez]

This guy sounds like the typical AmWay "salesman". Trashing all current income options and then saying "BUT there is my alternative, which is gonna make you rich".

[@TheAjatin]

SOXL 🤑

[@Glass45]

I feel dumber for having seen this clip, 🤦‍♂️

[@VegasVaron]

Interesting. He. Use be a super billionaire since he knows! 🙂

[@peanutz1943]

Badly scripted, Schwab needs better actors too 😅😮

[@hzt6000]

He speaks like a novice "investor".... do the opposite guys.

[@johnvonsauers8867]

Niccole❤❤ great questions, great show, I smashed the like button for you