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Huge Week for Chips 5/26/23

Halftime Report

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The Divergence Between the Equal Weights and the NASDAQ

Jim Boulden: The central question after this week is, is it a have versus have not market? He says XPI and Qualcomm are how you're playing the chips. That divergent can restore or resolve itself in one of two ways, he says. Either the big names can come down; I don't think that's going to happen," writes Boulden. "Or the laggards will come up."

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