I’m watching semis a little differently around the FOMC.
The rate decision matters, but what the Fed says about the path ahead could matter even more.
If there’s more clarity on rates, I think the market could shift its focus back to AI spending, earnings and actual chip demand.
That’s the setup I’m watching across TradFi right now.
I like having more than just crypto to watch. 👀
$BTC
The rate decision matters, but what the Fed says about the path ahead could matter even more.
If there’s more clarity on rates, I think the market could shift its focus back to AI spending, earnings and actual chip demand.
That’s the setup I’m watching across TradFi right now.
I like having more than just crypto to watch. 👀
$BTC
