The tweet was deleted by the author.
But we saved everything 🙂.
Puru Saxena, investment commentator and ex-fund manager at FinTwit, highlights that semiconductors have recorded a record weekly inflow. Saxena observes a surge in investor enthusiasm, noting that such frenzies are often seen near major market tops.
Saxena has previously cautioned that semiconductor stocks could face a retreat in the months ahead. He has also highlighted the importance of staying disciplined during investment drawdowns. Saxena continues to monitor how investor positioning impacts sector trends.