The Chip Cycle & Short Exposure | April 10, 2023 - Daily Market Briefing
b'Ben and Tom discuss the microchip cycle as Samsung is first to announce a reduction in chip production. This comes in light of a massive shortage taking place during/following COVID and WFH ramping up the need, so this is a likely indicator of what\'s to come in the tech space (at least from a consumer standpoint). Since March, the short exposure on the S&P has been slowly increasing, and it\'s now at it\'s highest point since August of last year.
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