people keep treating soxl like a long-term semi bet and it's not. 3x leverage resets daily, so a sideways week can bleed you even if chips end flat. saw it happen to a bro in my group last cycle. respect the leverage decay or it eats your capital.
yo~yo~
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anyone expecting actual news out of the nvidia shareholder meeting wednesday or is it usually just a formality? trying to decide if its worth watching or if the micron print is the real event that night
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Intel Up 10%: Real Bounce, or Just the Lowest-Quality Name Ripping Hardest?
Intel jumped about 10 percent on a Bank of America upgrade plus the broad chip bounce. Before anyone declares the turnaround confirmed, it is worth being clear-eyed about what actually happened. Why t...
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Be Clear-Eyed About Intel: Real Signals, Unproven Margins
Intel faded with the rest of the chip group today and the foundry excitement that lifted it recently cooled fast. I think this name needs a sober frame, because the bull and bear cases are both partly...
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Understanding the Intel Foundry Story Without the Hype
Intel has been one of the most dramatic turnaround stories of the year, and the foundry narrative is doing the heavy lifting. It's worth being clear-eyed about what's real and what's still just hope. ...