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Transcripts For CNBC Fast 20240704

Market is rallying while you were gone the market did nothing but correct. Its good to have you back i think its getting close in particular for technology semiconductors, obviously, with nvidia with the analyst note is getting a strong bounceback recovery ive heard from so many people that, yes, in fact, the rally can continue without the participation of mega caps and technologies unfortunately, statistically, thats not actually whats unfolded when you see names like microsoft down 5 monthtodate, appledown 7 monthtodate and semiconductors down just as much its good to have the return once again of semiconductors today. I certainly would not be selling expecting a more significant correction is there prudence in waiting what the earnings will be for nvidia i think so you have a position, you what its to hear whats going on weve done a lot of damage the last point on all of that is just think about where price was when you left relative to the 200day moving average price was 10. 9 abov

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