Countdown to Consumer Earnings and Are Semis Set to Break Down? 8/11/23
CNBC's "Fast Money"
00:00
The Chip Trade Cooling Off
The chip trade has been so hot. Are we moving back into the old economy here for opportunity? You know, it's really hard to say. I think NVIDIA is a little bit different just because it has a near almost monopoly in terms of what it's able to produce. But I think for the rest of the sector, it's, for me, pretty unappealing at these levels.
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