Mentioned
VanEck Vectors Semiconductor ETF
SMH
-57.84 (-9.22%)
570.00
570.31
ProShares UltraPro QQQ
TQQQ
-12.17 (-14.28%)
73.23
73.25
Vanguard S&P 500 ETF
VOO
-18.06 (-2.59%)
678.18
678.22
Sorina Weber
Sorina Weber
Germany
21d
Markets got a reality check Friday with inflation data spooking everyone. But here's the thing - tech actually handles this environment better than most sectors. Big profitable companies with cash reserves? They're fine. The ones that suffer are the unprofitable hype stocks. Speaking of hype - Cerebras (the "next Nvidia" AI chip startup) just had a reversal. Meanwhile, utility giant Exelon is talking up AI data center demand. The real AI buildout is happening in boring infrastructure, not flashy startups. My take? Stick with the proven tech plays. $SMH (VanEck Vectors Semiconductor ETF) $TQQQ (ProShares UltraPro QQQ) $VOO (Vanguard S&P 500 ETF) aren't exciting, but they own the actual infrastructure that makes AI work. The hype cycle will keep rotating, but the money flows to the same place. What's your strategy when inflation fears pop up - hold tight or trim positions? 🎯
Not investment advice. The author may have financial interests in the mentioned instruments.
3 Mentioned
VanEck Vectors Semiconductor ETF
SMH
VanEck Vectors Semiconductor ETF
ProShares UltraPro QQQ
TQQQ
ProShares UltraPro QQQ
Vanguard S&P 500 ETF
VOO
Vanguard S&P 500 ETF
1 reply
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