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Archive of entries posted on 6th February 2025

Trump noise is distracting (deliberately). Meantime, we have an incredible, continuing boom in tech stocks

Noise from Trump Keep the crazy ideas flowing. Distract from all the illegal acts — like closing down Federal agencies. This on-going turmoil is somehow helping tech stocks. The DeepSeek moment seems to have passed. To wit, my fav NVDA is climbing back.  So are TSM and AVGO.  And Amazon which reports tonight. Here’s the […]