VRA Investment Letter: Semis Surge to Fresh ATH's. The Power of the Roaring 2020's. Investors Are Getting a Second Shot at a "Dot-com-like" Melt-up.
/
Good Friday morning. As if right on cue, the semis and megacap tech stocks surged to ATH’s yesterday, in advance of Q4 tech earnings that kick off in earnest next week. When the semis (SMH), tech (XLK) and Nasdaq 100 (QQQ) are hitting new ATH’s together they’re giving us a crystal-ball road-map for the broader markets.
Read More