Substack · ACCE Investments
Semiconductors Just Had Their Best Day in Months. The Question Is Whether It Sticks.
The VanEck Semiconductor ETF gained more than 3% on Sunday, per CNBC, with Astera Labs up roughly 16%, KLA up roughly 12%, and Applied Materials up roughly 11%.
Since publication −46.3% α −48.6 pp vs S&P 500 · USD