Pence: Buy A.I. Chips on Dips, AVGO "Picks and Shovels," ASML & TSM "Chokepoints"

There he is. Dryen Pence, chief investment officer, Pence Capital Management. I haven't seen you in a while.Hope you're doing and feeling great, particularly since we saw, I think, 32 record closes for the S&P 500 this year. Um, what say you about what the Fed may do next. What does that mean for the market.Sure. with regard to the Fed and by well by the way it's great to see you again and I've missed you but uh I think that I think the key point is is that because we don't have some of the data we are wond ...