Sohn: Markets Rally Needs Follow Through, New Opportunity in A.I. Chip ETFs

“I think we got a little overcooked,” says Todd Sohn, but adds that follow-through over the next several days is most important. He thinks there could be opportunities in semiconductor ETFs as investors head towards defensive sectors like utilities. He notes that there are still inflows into long-term ETFs, reflecting a potential “buy the dip” mentality.

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