A quarter of millennials got help from their parents for a down payment, and 26% say they couldn't have bought their home when they did without that boost, per Visa.
Dan Niles says this isn’t even a real pullback.
The semi index saw two separate 50%+ crashes in the 90s—late 95 and late 97. This one? Down just 25% from the top. “That’s nothing,” he says.
From end of 1994 to the March 2000 peak, it still ran 850%.
Big news: China is now making its own lithography machines to take on ASML's grip on chip production. This follows CXMT's move to go full throttle on DDR5 memory. 🇨🇳⚙️
I warned people to stay away from semis at the top. Everyone called me dumb and said I didn't get the 'AI trade.'
Most would've caved and changed their opinion to fit in. I didn't.
That's my golden rule. Stick to the plan and don't let anyone talk you out of it.
Letting
Everyone's chasing cheap $BTC
$230 seemed pricey.
$3.5K seemed pricey.
$16K seemed pricey.
Now $65K seems pricey too.
This one's gonna age like fine wine.