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The creator discusses the current market being driven by AI and semiconductors, noting that the semiconduct...

Apr 25, 2026

The creator discusses the current market being driven by AI and semiconductors, noting that the semiconductor index is highly overbought. While historical data suggests further upside, technicals indicate it's time to take profits. The creator also mentions Photonics as a bottleneck in AI with skyrocketing demand and asks viewers to comment 'Photonics' for more insights.

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Tickers discussed in this post

IPGPBullishHigh ConvictionSignal-backedPrimary

Photonics is identified as the current bottleneck in AI, leading to skyrocketing demand, suggesting a bullish outlook for the sector.

NXPINeutralHigh ConvictionSignal-backedPrimary

The semiconductor index is highly overbought, and while historically it tends to move higher after such rallies, technicals suggest taking profits.

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Tracked calls opened from this post

IPGP
buy opened Apr 25, 2026
-17.01%