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サマリー
あらすじ・解説
📈 Get access to the same articles used in this episode and get $30 off: https://www.seekingalpha.link/2DGX6QC/2QZRGT/ There are new CLO ETFs on the way, and they kind of remind me of something. UnitedHealth dropped after earnings and it’s something we’ve talked about before. ASML earnings leaked and people assumed AI was dead…then TSM’s earnings told a different story. Lastly, Stanley Druckenmiller is just like us apparently. 00:00 Why I’m concerned about CLO ETFs 06:53 UnitedHealth earnings 10:09 ASML, TSMC, and AI demand 13:57 Druckenmiller is just like us