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Open Graph

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2025-12-20 07:59:28

raw text

Ivanhoff Capital Skip to content Ivanhoff Capital Menu Premium About My Books Contact Disclaimer Momentum Monday – AI-related stocks lift the market MarketSmith powers the charts in this video. SPY and QQQ closed at all-time highs but we are in a stock picker’s market, not a wave that lifts all boats. The tape has been rather choppy with many fades and frequent changes of direction – not easy to navigate.  There was a quick rug-pull on Wednesday (Jan 17th) – most stocks gapped down. A large number of tech stocks and ETFs tested their year-to-date volume-weighted-average price on that day and found support there – QQQ, FNGU, SOXL, META, AMZN. The real leaders like NVDA and AMD didn’t even blink during that pullback for the indexes.  Then, on Thursday (Jan 18th), Taiwan Semiconductors (TSM) crushed earnings estimates and confirmed that the recession in semiconductors is over, mostly due to an enormous demand for AI-related chips. All semiconductors stoc...

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