YOUTUBE (Fox Business) - Markets have 'PICKED UP' on this, managing director says
Evercore ISI senior managing director and head of technical analysis Rich Ross joins 'Making Money' to explain why investors must own semiconductor stocks and identify key market opportunities. 00:00 The 30-year bull case for semiconductors 01:06 Will Fed rate hikes impact the tech trade? 01:50 The most important chart in the market 02:38 Technical analysis: Lam Research (LRCX) 03:30 Bloom Energy and the AI power trade 04:35 Relative strength in Lumentum and Micron 05:55 Why Caterpillar is an AI play