the article talks about how the Trump trade, which is when people buy and sell stocks based on who will be president, might go the other way if Biden decides not to run. This could affect companies that make computer chips and other technology. It also says that even though the stock market has gone up a lot, it's a good idea for investors to have some money set aside in case of a downturn. Read from source...

In the article titled `Trump Trade May Reverse As Probability Of Biden Backing Out Increases – Watch AI Semiconductors`, the author discusses how the Trump trade is causing a reversal in the market. They mention that the Trump trade is driving money into small caps and bank stocks, as well as positive money flows in iShares Russell 2000 ETF IWM, SPDR S&PBank ETF (KBE), and SPDR S&PRegional Banking ETF KRE. However, they also mention that the probability of Biden backing out and Democrats picking a new candidate has increased, which could cause the popular Trump trade to reverse. The author advises investors to watch AI semiconductors such as NVIDIA Corp NVDA, ASML Holding NV ASML, Applied Materials, Inc. AMAT, Micron Technology Inc MU, Arm Holdings PLC - ADR ARM, Broadcom Inc AVGO, and Advanced Micro Devices, Inc. AMD as well as small caps to gauge early signs of the Trump trade reversing. The article also provides an overview of the current market conditions and discusses the importance of separating politics from investments. The author encourages investors to look ahead and not in the rearview mirror, and suggests holding good, very long-term, existing positions while also considering a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium-term hedges and short-term hedges.

Neutral

While the article does discuss some potential impacts of the Trump trade and Biden's potential decision not to run, it doesn't seem to take any explicit stance one way or the other. It presents the information more as a possibility to watch and consider rather than as a concrete prediction or warning. As such, the sentiment I assign to it is neutral.

The article suggests that the Trump trade may reverse if Biden backs out. To gauge early signs of the Trump trade reversing, investors should watch AI semiconductors such as NVIDIA Corp (NVDA), ASML Holding NV (ASML), Applied Materials, Inc (AMAT), Micron Technology Inc (MU), Arm Holdings PLC - ADR (ARM), Broadcom Inc (AVGO) and Advanced Micro Devices, Inc (AMD) as well as small caps. It is important for investors to separate their politics from their investments. Regarding the European Central Bank (ECB), it is leaving rates unchanged as expected. Regarding protection bands, investors should consider cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.