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VRA Letter: Here Come Tech Earnings. Inning One of Innovation Revolution. Markets Predicting a Trump Win. Al Smith Dinner. Are Gold & Miners Going…

Good Friday morning. With big bank earnings in our rear view mirror…excellent beats all around…the markets are turning their attention to tech stocks. Yesterday we saw Taiwan Semi with a strong beat as the stock closed higher ...

Posted On October 18, 20246 MIN Read
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Good Friday morning. With big bank earnings in our rear view mirror…excellent beats all around…the markets are turning their attention to tech stocks. Yesterday we saw Taiwan Semi with a strong beat as the stock closed higher by 9%. TSM’s beat reminded investors that the AI trade is still in the early innings. Truth is, we’re still in inning #1 of the innovation revolution. Then last night we got Netflix, which also beat and rose 4% in the process (NFLX is now considered a communications company but their product doesn’t work without loads of advanced tech).

From here tech earnings will pick up speed, including Tesla which reports next Wednesday. I’m looking forward to the conference call that follows…TSLA must be owned here. As a reminder, Q4 is the best quarter of the year for equities…that’s especially true for tech/semis.

By now, you’ve likely seen some of the Wall Street analysts saying the markets are front-running a Trump win, our call from two weeks ago. From CNBC last ni...

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