The semiconductor industry is in dire need of an America-China deal.

They get access to them again is game time.

If anybody need it, they need it.

They can't thrive without having access to China.

They're going to be good, but what China is doing, they need that.

So shout to Nvidia, man, like we mad at.

Tech stocks saw the biggest outflows for the third week, close to a record underweight by active funds.

Clients bought stocks in six sectors led by financials, discretionary, and industrials.

Somebody asked me something the other day and they said, trap like outside of tech,

what do you see the market going?

I said, bro, financials and industrials.

That was on a call.

That was on a call.

I said financials, consumer staples, and industrials, bro. And that's it,

bro, because as long as they don't have a, when they see, watch this, this is how you know

we in a different, this is how you know the market has gained a little confidence. We saw

three IPOs. We saw three IPOs take place. That's a clear sign that

they found some confidence in the market. Companies don't IPO in horrible markets. They don't.

Why? Because it's hard to get the bread. It's your stock immediately going to fall.

So the market got to have some type of footing for companies to IPO.

The market has to have some type of footing.

Somebody say, I don't think it's scarcity mindset.

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