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SEEKING ALPHA
'Who Are You, And What Did You Do With Nvidia?'
Over the last 21 trading days, the daily moves of NVDA and the SOX have been in opposite directions ten times (48%). Read more here.…
TECHMEME
Analysis: the Philadelphia Semiconductor Index, which tracks 30 largest US-listed chipmakers, is up ~75% YTD and on track for its biggest annual gain since 1999 (Financial Times)
Financial Times : Analysis: the Philadelphia Semiconductor Index, which tracks 30 largest US-listed chipmakers, is up ~75% YTD and on track for its biggest annual gain since 1999 —…