This Semiconductor rally has been 1 for the history books.
The outperformance of $Philadelphia Semiconductor Index(SOX)$ vs. the $S&P 500(.SPX)$ has made its way back through Dot Com Bubble levels to new record highs.
$VanEck Semiconductor ETF(SMH)$ $NVIDIA Corp(NVDA)$ $Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$
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All aboard the NVDA Bull train.
The AI chip titan eclipsed $160B in call volume yesterday, its 3rd highest level ever.
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https://x.com/Marlin_Capital/status/1795824121802322308
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