Semiconductor Stocks: The Cyclic Component of Tech

A few weeks ago my final trade on halftime was to sell semiconductors they are they've been struggling a little bit in recent weeks I stand by that. If you hear me start getting bullish on things like financials industrials consumer discretionary semis are probably in that camp yeah just one last point here is that you know we saw that IDC data a couple I guess about a week and a half ago on PC shipments apples was was the worst on 40% so keep an eye on that as we get into the meat of big tech earnings next week.