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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: #Breeze who wrote (18707)4/26/2024 3:59:14 PM
From: da_spot  Read Replies (1) | Respond to of 26439
 
Great chart! Thank you, Breeze :)

NVDA is certainly a leader. Thinking ALAB is a leading name in the making. Been building a position in this one for a while and it is in the process of doing that IPO U-turn today.

Sue



To: #Breeze who wrote (18707)4/26/2024 4:13:43 PM
From: da_spot  Read Replies (1) | Respond to of 26439
 
Copper is also looking good.

So thinking out loud that the next leg up in this mkt, leading theme(s) would be AI and Copper (going to need a lot of Cu going forward for those data centre build outs).

Sue


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