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Cristian Erimia's avatar

Interesting presentation. Also, the movement of US rates from today, with China story in the background, supports your thesis.

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Daniel Invest's avatar

Thank you, semis look indeed overcooked ... nice run ... in some ways like Energy ... we had it very good lately, time to think about risk/downside ... investing and especially trading is about risk management, not chasing dreams & fantasy ... like way too many other propose out there

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