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The Semiconductor Selloff Was a Leverage Story | Marc Rudajev
Welcome back Marc Rudajev of Learning.Investing.Thriving to the podcast. We got into the semiconductor selloff, mark to market earnings, sector rotation, financials, international markets, and jobless claims. If you enjoyed the conversation, please consider checking out Marc's newsletter in the link below.
China started mass production of DUV lithography equipment, which hit ASML and sent semis, memory chips and AI infrastructure names lower, with the KOSPI halted after a near 10% drop. Marc's read is that this is a leverage story more than a valuation or earnings one, since Samsung and…
The skinny
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