Pump Up the Volume Pump Up the Volume we
are 1% away from a record high in the
S&P 500 Bostic just on the tape recently
talking about the possibility of rate
cuts and the market is set for two rate
Cuts yes the data is normalizing but
look at these chips Taiwan semiconductor
up
5.33% but that bids up the whisper
number for NVIDIA so sales up 60% for
tsmc what does that mean for NVIDIA what
does that mean for the magic of AI data
just breaking this is Michigan year
ahead in inflation expectations pipping
higher that is not what the FED wants to
see and I got to hand it to Elon Musk
last week he fed practically everybody
in the supercharger business now he’s
talking about spending $500 million in
it make up your mind what do you want to
do