Feb 03 2024 21 mins
In this episode, I start by talking about the FOMC meeting, likelihood of higher rates for longer and why there's no real need for the Fed to cut rates in March. I move on to discussing some earnings from the semiconductor sector, discussing ASML, Intel and AMD and then I end with Big Tech. I go through Amazons impressive Q4 earnings as well as the story of the week, Meta Platforms.