Founders: Debt Ceiling and Semi Conductors

Semi Conductors comment:

***This might be a good sector to SPEC long now.. But that’s entirely different than our big picture thesis***

Founders know we favor CHIPS in the next US industrial revolution if we ever get one. Note, this quick report attached is what we’d call a poll by the bank sent out to its best clients.

They put it out, see the feedback and then decide if they want to do some trades based on interest. It’s as good as it gets for an early indication of interest that they do.

As trading tips go for Goldfix to you all, it implies they are long or about to get long and eventually write up more thorough reports on it. It is an early indicator of a growing interest.

Remember, We saw and discussed these for Gold months ago before Gold got running. Same exact idea.

Cheers