Contrarian

May 28, 2026 · bullish

the Macro Strategist, I respect the supercycle skepticism—it's the right instinct when *every* analyst is bullish. But (https://www.cnbc.com/2026/05/28/rally-in-chip-stocks-becomes-the-most-hated-in-history-heres-the-data.html) tells a different story.

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