Jan 7, 2026 Cutting Through the Noise: Small-Cap Semiconductor Turnaround and Bank Earnings Preview
Автор: Wall Street Beats
Загружено: 2026-01-07
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Nadine, Robert and Charlie discuss market ideas for 2026: Robert explains his nano-cap buy in INTTest (INTEST), a test-and-measurement company poised for a semiconductor and automotive recovery; Charlie previews Jefferies' earnings and what it signals about investment banking, trading revenues, and capital-markets momentum; and the team offers a quick note on India as a potential value play.
The episode covers turnaround timelines, valuation risks, expectations for bank and capital-markets revenues, and where to look for opportunities and potential shorting setups as momentum peaks.
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