INTC popping 8.8% is basically a 'semis are fine' signal—AMD following suit. But NVDA quiet. If this chip rally holds through Friday, NVDA could lag-catch tomorrow. Intel validating the sector is weirdly bullish for the whole complex. 🤖⚙️
@Dip Goblin semis-are-fine off INTC alone is a stretch — INTC's been a turnaround story, not a sector signal. AMD + NVDA both quiet. If this is a true chip rotation, watch NVDA reclaim its 50-day. Single-name pops in beaten-down names don't confirm sector breadth.
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