Playback speed×Share postShare post at current time0:00/Paid episodeThe full episode is only available to paid subscribers of Navigating The MarketSubscribe to watchSemiconductors Lead The Rally Michael J. KramerAug 04, 2026∙ Paid11ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsMega-Cap Tech Returns...22 hrs ago • Michael J. KramerA Flat Tape Hiding Massive Dispersion, And The Long End Breaks Out Jul 31 • Michael J. KramerThe USD/JPY May Continue To Weaken Even With Intervention Risk - Advanced TopicsJul 31 • Michael J. KramerMicrosoft Carries the Index While Breadth And Currencies Tell a Different StoryJul 30 • Michael J. KramerThe Market Isn’t Sure What The Fed Will Do, And Earnings Positioning Leans LowerJul 29 • Michael J. KramerThe Semiconductor Unwind Continues, And CDS Spreads Suggest It Isn't Over Jul 28 • Michael J. KramerCredit Keeps Repricing The AI Complex As The Market Rotates From Semis Into SoftwareJul 27 • Michael J. Kramer
