Bears make a fundamental case of tighter prifit margins in a backdrop of suppressed demamd. But they don't factor into their equation intel is a strategic industry and can access finance, corporate welfare Also central bank tightening reaching a troughHousehold and public sector can't afford higher rates from here irrespective of what inflation does.
Welcome to reality governments borrowing more to pay investors return on their investment. Interest payments on 31T USD public deficit is approximately 500B USD fourth largest budget item. What you need to know as investor is who has favourable credit lines with the banks, usually club members
Geopolitical reasons not fundamentals are driving price action. If you think the so called spy balloon is a storm in a teacup then fall is a buy opportunity If you think us wants ww3 with China and Russia head for the hills
You are too emotional daily price swings are opportunity to accumulate. If you can't afford to lose don't play i am playing with profits, houses money fundamentals and not price is what drives my decision.
Wars take many forms non kinetic war sanctions trade restrictions trading chips with china banned creating artificial domestic demand for chips in home market
You do realise that there will come a time when that easy money play won't work. Expectations bar has already been set so low, won't take much to clear bar