Direxion's Mazza on Markets Outlook, Fed

The video discusses the current state of the bull market amidst potential Fed rate hikes and balance sheet runoff. It highlights the pressure on speculative market areas, especially small-cap tech companies, and the trend of buying the dip. The video also examines the impact of semiconductor earnings on market dynamics and the increasing correlation between cryptocurrencies and tech stocks. Investors are advised to focus on high-quality tech companies while being cautious with speculative investments.

What are the expectations for earnings from major semiconductor companies?

Discuss the relationship between cryptocurrencies and tech stocks as mentioned in the text.