$NVIDIA Corp(NVDA)$ , $Meta Platforms, Inc.(META)$ , $Advanced Micro Devices(AMD)$ , $Alphabet(GOOG)$ all good earnings. Just $Amazon.com(AMZN)$ is lagging. $Apple(AAPL)$ after earnings managed to rebound quickly.
Semi conductor stocks stocks generally are the most affected by economic downturns as well as higher rates , and have done quite well.
Thus in this bull run crypto will eventually catch up . So $Riot Blockchain, Inc.(RIOT)$ or $Marathon Digital Holdings Inc(MARA)$ is good idea with a September or January expiration
Why is the bear case gonna take a while. Well it's because the most r predicted recession can't happen because everyone predicted it . So now it's delayed and probably going to happen after we make another ath before things worsen.
Due to so many apes fighting the feds in hedge funds and retail we might need 6-6.5% Vs 4-4.5% expected rates to cool down the mania.
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