Hedgeye’s Keith McCullough said reduced semiconductor exposure has left DRAM positions effectively net short or underweight. The shift came alongside strong gai

BWB News TV • 2026-08-06 16:47 UTC • By Billy Odell Tucker-Robinson

Hedgeye’s Keith McCullough said reduced semiconductor exposure has left DRAM positions effectively net short or underweight. The shift came alongside strong gains in ATI and ELF as equal-weight U.S. stocks reached record highs.

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