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Daily Discussion Thread for October 30, 2026
How you feeling about SOXX vs SMH. I've monitored SOXX's portfolio balance over time and it just comes across as stupid at times with their modified market-cap weighting. Like why is it holding more intel than nvidia.
6 天前
Thoughts on the AI sell off this month
He makes interesting points. Of course he is not a scientist, but, he travels and talks to a great many well informed people. … Happy to subscribe, great information.