Miner Company
The 3 Key Assumptions Fueling This 'Hopium' Rally
Equity markets have rallied sharply despite the unresolved Strait of Hormuz closure and deteriorating macro indicators. Chipmakers like Intel, NVDA, and AMD have driven the rally, but supply chain risks from helium and commodity disruptions remain.
Equity markets have rallied sharply despite the unresolved Strait of Hormuz closure and deteriorating macro indicators. Chipmakers like Intel, NVDA, and AMD have driven the rally, but supply chain risks from helium and commodity disruptions remain.