3Fourteen’s Pies: AI and semis are ‘where the underlying strength is’

Warren Pies of 3Fourteen Research has been one of the clearer voices cutting through the macro noise lately, and a recent TV appearance gave me a line I haven’t been able to stop thinking about. Asked where real market strength lives amid tariff uncertainty and geopolitical turbulence, Pies zeroed in fast: “I think that the … 3Fourteen’s Pies: AI and semis are ‘where the underlying strength is’ The post 3Fourteen’s Pies: AI and semis are ‘where the underlying strength is’ appeared first on 24/7 Wall St. .