MBCC TH 17th Aug'26 - "Semis push higher after July debacle as the S&P 500 climbs the wall of worry, where next?"
After the July semis 40%+ SELL OFF / unwind, MU 0.00%↑ and SNDK 0.00%↑ are pushing higher again. We pushed a long in these names to our clients last week…
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