The semiconductor sector is making history, adding a staggering $4 trillion in market capitalization in just the last six weeks. With US-traded semis now accounting for $15 trillion—roughly 50% of US GDP—Chief Market Strategist Gareth Soloway deep dives into whether this parabolic move is sustainable or a warning sign for the broader economy.
In today's edition of My Trading Game Plan, Gareth analyzes the hottest semiconductor charts and provides his updated forecast for the S&P 500 and NASDAQ. We also break down the "stocks of the day," including a technical look at Monday.com (MNDY).
Beyond equities, we look at the macro picture as geopolitical tensions escalate. With failed negotiations between the US and Iran over the Strait of Hormuz, energy markets are on edge. Gareth shares his latest analysis on Oil, Natural Gas, Gold, Silver, and why he remains decidedly bullish on Bitcoin and Ethereum.
Inside This Episode: The $15T Semi Explosion: Analyzing the charts behind the $4T market cap surge.
Indices Forecast: Where the S&P 500 and NASDAQ go from here.
Stock Spotlights: Technical analysis on MNDY and key movers.
Commodities & Crypto: Why Gold, Silver, and Bitcoin are reacting to macro shifts.
Geopolitical Risk: The impact of the Strait of Hormuz standoff on your portfolio.
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