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Thatcher: Why SPX Equal Weight Outperforms, MU & Samsung Critical in AI Trade

8 min29 juni 2026

Ted Thatcher explains why the equal weight S&P 500 (SPX) has been outperforming, along with the current opportunities he sees on Wall Street as participation broadens. Companies like Micron (MU) and Samsung are the chipmakers Ted calls the most important for AI's forward momentum.


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