Semi Smackdown 7/17/24

Chip stocks take a dive, marking a tough day for the Nasdaq as political tensions simmer. The discussion highlights the semiconductor industry’s crucial role and encourages disciplined investment amidst volatility. Netflix continues to shine with its innovative strategies and ad-supported model, while UnitedHealth sees a stock upgrade amid strong performance. The talk also touches on gold's record rise and the shift towards small caps, along with intriguing insights into emerging healthcare opportunities related to weight loss.