unless the war escalates where US send troops in to fight , otherwise the risen commodities will revert to mean and macro eg inflation expectations will be driving mkt forward
2
$Applied Materials (AMAT.US)$
with all the capital spending by intc , tsm worth to hold for long term
with all the capital spending by intc , tsm worth to hold for long term
1
I've closed the portfolio$3 weeks tights / 10 MA$
$Amazon (AMZN.US)$
breaking out of base
breaking out of base
2