Under The Hood…..Stress in Semi’s…is linked to NVDA’s numbers…which hinge on a pivot in focus…to ‘Scarce’ demands efficiency not just a build cycle.

Bear with me…..I have no idea whats going to hit the page today……this is one of those streams of consciousness things as I try to translate so much noise into signal. Stick with me….I do pull it all together by the end!! MARKETS NOTICE THE STRESS. Turns out……that what I felt intuitively and what is...