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@Nathan956 1 month ago

Semiconductor Supply Pressures

Semiconductor Supply Pressures

Tech stocks are facing downside pressure as rate cut expectations cool off following strong employment data. I am tracking to gauge if hardware momentum can weather macro headwinds.  

@ProduceCut309 1 month ago

Strong employment data could keep pressure on semis if rate expectations stay higher for longer.

@Nathan956 3 weeks ago

Strong employment data could keep pressure on semis if rate expectations stay higher for longer.