Our readingWhat is a korrent?
Drawn from what Josh Brown said
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
stock market Equities as a whole: what returns have been, whether prices carry information, and what attention does to them.
For right now, the stocks of companies that inhabit the physical world - trucks, semiconductors, agriculture and construction equipment, chocolate, coffee, senior living facilities, medical offices, houses - these are the place to be while the disruption question hangs over the asset-light world of software and services.
Where this was said
↗The Analog Worlddowntownjoshbrown.com
All 3 korrents from this piecethis one is 2nd
Added to korrents 24 Oct 2026 · How quotes work · Something wrong? Tell us
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I hold this tooShared subject first, then similar wording. They may agree or disagree.