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NewUser_ThinkSwim

Sep 25 at 07:55 PM

Not many actions in the short term as macro it is not good and micro can be manipulated with posts from news or lawsuits that might come from software or semiconductor sectors in relation to AI. So DCA slowly into both IGV Mags if you believe software stocks will win and betting on soxx for the semiconductor sector with AI factors aiding growth to the companies.

C
Captain's Compass
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?

The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...

Spread vs. Us Benchmark Bond-10 Year ICE BofA US High Yield (Right) 一 350 340 33
Average annual infrastructure spending as a percentage of GDP Telecom Canals Rai
图片 3,共 3 张

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