Semiconductor stocks like Nvidia, AMD, ASML and TSM have been getting crushed since the start of the year. Companies associated with those chipmakers have been trading down since the warning of AMD last week about weaker demand in the short term. We also review some of the recent macro and inflation news. We look at an alcohol and marijuana company and discuss whether the big cannabis news from the US will have a long term impact on them and the industry as a whole.
Tickers of stocks discussed: NVDA, AMD, TSM, AMAT, LRCX, ASML, KLAC, AVGO, BAM-A.TO, CGX.TO, STZ, MTY.TO
Check out our portfolio by going to Jointci.com
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast - The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research.
Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.
See omnystudio.com/listener for privacy information.
