Conversations with Jaguars - April 24 (It's earnings season so lots of things covered in today's podcast) from how to do leg raising Watch Video
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Description: It's earnings season. Lots of things covered in today's podcast.nn--- The biggest surprise last night is Texas Instruments ($TXN) called out small sequential QoQ improvement in analog business, which is leading to this view from Morgan Stanley this morning that analog industry is bottoming out and 2H24 growth would accelerate. This is causing massive spike higher in $TXN, $ADI, $NXPI, $ON, $MRVL all are traditional chips that have nothing to do with AI. I am going to hold $SMH put butterfly spre