Right now’s Speak Your Ebook is dropped at you by VanEck:
See right here for extra info on VanEcks Semiconductor ETFs
On at this time’s present, we focus on:
- The US lead in expertise
- Taking a look at NVDA vs its competitors in 2024
- Why NVDA has slowed down during the last 6mo
- How the SMH is constructed
- How advisors are taking a look at extra unstable thematic funds
- SMH vs SMHX
- In search of the subsequent NVDA
- The problems at Intel
- Geopolitics and semiconductors
Hear right here
Charts:
Comply with us on Fb, Instagram, and YouTube.
Take a look at our t-shirts, stickers, espresso mugs, and different swag right here.
Subscribe right here:
Nothing on this weblog constitutes funding recommendation, efficiency knowledge or any advice that any specific safety, portfolio of securities, transaction or funding technique is appropriate for any particular individual. Any point out of a specific safety and associated efficiency knowledge shouldn’t be a advice to purchase or promote that safety. Any opinions expressed herein don’t represent or suggest endorsement, sponsorship, or advice by Ritholtz Wealth Administration or its workers.
Wealthcast Media, an affiliate of Ritholtz Wealth Administration, obtained compensation from the sponsor of this commercial. Inclusion of such ads doesn’t represent or suggest endorsement, sponsorship or advice thereof, or any affiliation therewith, by the Content material Creator or by Ritholtz Wealth Administration or any of its workers. Investing in speculative securities includes the chance of loss. Nothing on this web site ought to be construed as, and might not be utilized in reference to, a proposal to promote, or a solicitation of a proposal to purchase or maintain, an curiosity in any safety or funding product.
This podcast episode is sponsored by Wasatch World Traders. The Compound Media, Included, an affiliate of Ritholtz Wealth Administration, has obtained compensation, a flat payment, for that includes Mick Rasmussen, Portfolio Supervisor at Wasatch World Traders, on this dialogue. This compensation creates a battle of curiosity, because it creates an incentive to current Wasatch World Traders favorably. We encourage listeners to contemplate this info when evaluating the content material offered. As of 9/30/24, Wasatch doesn’t personal any shares of Tesla and GameStop.
This content material, which accommodates security-related opinions and/or info, is supplied for informational functions solely and shouldn’t be relied upon in any method as skilled recommendation, or an endorsement of any practices, services or products. There could be no ensures or assurances that the views expressed right here can be relevant for any specific details or circumstances, and shouldn’t be relied upon in any method. You need to seek the advice of your individual advisers as to authorized, enterprise, tax, and different associated issues regarding any funding.
The commentary on this “publish” (together with any associated weblog, podcasts, movies, and social media) displays the private opinions, viewpoints, and analyses of the Ritholtz Wealth Administration workers offering such feedback, and shouldn’t be regarded the views of Ritholtz Wealth Administration LLC. or its respective associates or as an outline of advisory providers supplied by Ritholtz Wealth Administration or efficiency returns of any Ritholtz Wealth Administration Investments consumer.
References to any securities or digital belongings, or efficiency knowledge, are for illustrative functions solely and don’t represent an funding advice or supply to offer funding advisory providers. Charts and graphs supplied inside are for informational functions solely and shouldn’t be relied upon when making any funding choice. Previous efficiency shouldn’t be indicative of future outcomes. The content material speaks solely as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these supplies are topic to alter with out discover and should differ or be opposite to opinions expressed by others.
The Compound Media, Inc., an affiliate of Ritholtz Wealth Administration, receives cost from varied entities for ads in affiliated podcasts, blogs and emails. Inclusion of such ads doesn’t represent or suggest endorsement, sponsorship or advice thereof, or any affiliation therewith, by the Content material Creator or by Ritholtz Wealth Administration or any of its workers. Investments in securities contain the chance of loss. For added commercial disclaimers see right here: https://www.ritholtzwealth.com/advertising-disclaimers
Please see disclosures right here.
