Rotation Opportunity In Semiconductor
We believe there is upside in the sector, Nvidia's prior moonage notwithstanding.
DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.
Everyone Knows The Market Is Going To Zero.
by Alex King
Since everyone from CNBC to FinTwit has decided that this whole thing in 2023 was just a fakeout, a bear market rally, or (for the high falutin) a giant B-wave. In other words a big ole trick designed to take late bulls’ money off of them. (And stop early bulls from being so dang smug).
Well, we could be wrong, but we don’t think so. We think this market is going to move up to new all time highs and we think it will be there within a year and maybe sooner. We write this up daily for our Premium and Pro members here at Cestrian Market Insight.
As you may know, we recently added sector rotation ideas to this service. We wrote it up, here:
Now, we present for your delectation our latest sector ETF idea. We lay out our proposed entry price zone, stop-loss or hedging levels, and price targets. This is for our Premium and Pro members of Cestrian Market Insight. If you’ve yet to move up to a paid subscription here you can do so right from the button below.