Why Semiconductors & AI Are Setting The Tone For The Stock Market

Blue Line Capital president Bill Baruch and analyst Jannis Meindl discuss the latest macro data and how it connects to the AI narrative driving tech stocks higher.

This week, we cover Western Digital, Lam Research, and Texas Instruments.

We provide free access to the episode’s chart pack, including all of the data discussed.


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Our team at Blue Line Capital, led by founder Bill Baruch, shares their expertise and unique market perspective.