From Worst to First...to Worst. Trading the Pullback in the Energy Sector
CNBC's "Fast Money"
00:00
The Semis and the Semi Conductors in the Emerging Markets
The semis have out performed the triple cus, the s m h, or semi conductors over in asdack 100, by by 22 percent in the last 12 calender months. I don't think it's a necessary inditment on on the fundamentals in the space. But yet, you've seen investors kind of roll down the curve, uh, of quality, or at least in terms of specialization into commoditized chips. And that may be the trade here, um, but again, you have to watch the semis if you wan to have the overall direction of this market right now.
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