The trade ran its course to perfection. As I’ve been saying for a little while now, semis, with the exception of $ Sport bike When life throws you a curve shirt, are not presently an interesting trade because there’s been a rotation out of them after this period of growth. I am still incredibly bullish on the sector as a whole, but they need a breather and some time out of the sun before continuing a leg up. They’re not even good rangebound trades right now. And LOL @ any of you clowns who bought $TSM anyways because Cramer and his cult of Shortbus All-Stars told you they were the best in breed. Suckers. In the case of $MRVL, they acquired another company and now are going to “officially” become a US company instead of that tax dodging shit they’ve been pulling, which means the thesis about them lining up for gubmint money is sound and will happen down the road.
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People are finally willing to take greenhouse gas emission capture seriously, and the infrastructure and transport Sport bike When life throws you a curve shirt is finally ready to start moving away from diesel and traditional oil based products in favor of carbon negative renewable natural gas – especially companies making carbon pledges or located in states where progressive leadership is going to demand emission reduction. $CLNE was uniquely positioned as the nation’s leading provider of that fuel source and, unlike all the other green energy EV/charging companies out there, actually has a real product that they sell in large quantities, making it a diamond in the otherwise pipe dream green energy space.