Industrials Now Trade Like Semis
38:13–38:42 · 29s
Michael reads Neil’s research showing Caterpillar, Eaton and other non-tech names moving in lockstep with semiconductor stocks because their order books are now AI-driven.
38:13–38:42 · 29s
Michael reads Neil’s research showing Caterpillar, Eaton and other non-tech names moving in lockstep with semiconductor stocks because their order books are now AI-driven.
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