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The creator analyzes the recent breakout of the semiconductor sector, noting that the Philadelphia Semicond...

Oct 4, 2026

The creator analyzes the recent breakout of the semiconductor sector, noting that the Philadelphia Semiconductor Index (SOX) has broken out of a consolidation range. He highlights Nvidia's recent all-time high and explains that buying strength after a base is formed is preferable to catching a falling knife.

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NVDANeutralMedium ConvictionSignal-backedSecondary

Nvidia hit an all-time high, briefly touching a $6 trillion market cap.

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