"Expect a Major Ramp Up in Volatility" for Energy & Semiconductors

Jeff Zananiri says to keep an eye on energy and semiconductor stocks heading into 2H24. The reason... the upcoming U.S. presidential election, along China saber-rattling Taiwan. Zananiri also weighs in on why he's bearish with TSMC (TMS) and bullish on Diamondback Energy (FANG).
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[@paulo4371]

Buy the Semi fear

[@hennshue2424]

Does this guy know AMD has already had M300x AI chip and AI PC chips. AMD has already announced 4B+ order at the beginning of year. He had no clue about semi.

[@michaeldawn442]

Yeah I'm with you. The AI Data Center build out will take at least another 3 to 5 years. AMD will benefit nicely. Companies in general don't feel comfortable either single sourcing suppliers...