Tech saw heavy selling last week, but the pullback will likely be short-term, notes Ross Givens. He believes the semiconductor trade is over with AMD, ASML, and INTC all getting killed. Givens then delves into more cyclical stock picks which include Alamos Gold (AGI), Generac (GNRC), and KKR & Co. (KKR).
The Watch List
22 Jul 2024
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