Semis vs Software Is Breaking the Market (Scarcity vs Abundance)

Transcript

Um, we got a lot to cover today. Uh, so I'm not going to read through all this, but let's just say, uh, most of the story is going to be about scarcity verse abundance, about what's going on with semis and software, and then some of the releases on chat GPT health. But to start, let's go through basically the week. Uh, S&P small change down slightl... Read More