HomeMarketsIndicesSemiconductor Outlook
Semiconductor Outlook

Recent reports indicate GPU prices are very strong for both new and used gaming cards, says Victor Cossel of Cornerstone Macro. They found disconnects that are negative for AMD (AMD) and Nvidia (NVDA), which trade richly versus their semi peers. He points out a similar "bullish" dynamic to the prior bitcoin peak of 2017-2018. He adds "gaming" GPU demand is masked, as mining demand is a disconnect versus expectations. Victor and Oliver discuss the relationship between chips and bitcoin (/BTC) mining. Tune in for more details.

Market On Close

14 May 2021

ON AIR
1:30 am
Next Gen Investing
replay
12:00 am
Fast Market
REPLAY
education
1:00 am
Your First Trade
REPLAY
ON AIR
1:30 am
Next Gen Investing
REPLAY
education
2:30 am
Your First Trade
REPLAY
3:00 am
Trading 360
REPLAY
4:00 am
Fast Market
REPLAY
5:00 am
Next Gen Investing
REPLAY
education
6:00 am
Your First Trade
REPLAY
6:30 am
Trading 360
REPLAY
7:30 am
Fast Market
REPLAY
8:30 am
Next Gen Investing
REPLAY
education
9:30 am
Your First Trade
REPLAY
10:00 am
Trading 360
REPLAY
11:00 am
Fast Market
REPLAY
12:00 pm
Next Gen Investing
REPLAY
education
1:00 pm
Your First Trade
REPLAY
1:30 pm
Trading 360
REPLAY
2:30 pm
Fast Market
REPLAY
3:30 pm
Next Gen Investing
REPLAY
education
4:30 pm
Your First Trade
REPLAY
5:00 pm
Trading 360
REPLAY
6:00 pm
Fast Market
REPLAY
7:00 pm
Next Gen Investing
REPLAY
education
8:00 pm
Your First Trade
REPLAY
8:30 pm
Trading 360
REPLAY
9:30 pm
Fast Market
REPLAY
10:30 pm
Next Gen Investing
REPLAY
education
11:30 pm
Your First Trade
REPLAY

Get Market Minute

Daily insights for every investor

FOLLOW US