Replies to post #112637 on Savvy Trades and Investments

[littlejohn]

So the market tanks and oil price drops,

so why is U.S. Dollar up?...

On the Ai chips, the company with

the contracts to get chips to go into

products are in the lead,,,

Company already in that loop, should

have some advantage on the hard

side too...perhaps...

ARM is really the company in the cat

bird seat as long as Ai keeps rocking,

but seems priced in at its high price...

NVDA leadership is tied to TSM contracts

and their OpenAi connection...

Need to find a decent oil play during

this flop period...

So we watch...LJ