Huge Week for Chips 5/26/23
Halftime Report
00:00
The Divergence of Stocks
As someone who really focuses on free cash flow, that kind of leans towards value, it's frustrating because I feel like we're back to the battle days where the divergence overall is extraordinary. And so you know me, I get scared by crowded trades. So I look at this and I'm like, boy, am I an idiot for not owning NVIDIA? Or am I doing what I'm hired to do?
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