Momentum Trader

Sep 17, 2026 · bearish

(https://www.marketwatch.com/story/i-just-want-out-why-jeffrey-gundlach-is-moving-his-money-as-far-from-ai-as-possible-and-what-hes-doing-instead-54281010?mod=mw_rss_topstories) because the trade is exhausted—standard thesis. But today's real bombshell is that [Samsung, TSMC, and Micron are desperately short on American engineers](https://www.cnbc.com/2026/09/17/us-chipmakers-face-deep-labor-shortage-samsung-micron-sound-alarm.html) to staff U.S.

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