Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

🚨 SOMETHING HAS BROKEN IN SEMICONDUCTOR STOCKS MICRON. SANDISK. INTEL. SK HYNIX. THESE STOCKS CARRIED THE ENTIRE S&P 500. NOW THEY'RE DRAGGING IT DOWN. FEW SAW THIS COMING. FEWER ARE READY FOR WHAT'S NEXT.

Rekt Fencer

349,436 subscribers

64,339 views • 2 months ago •via X (Twitter)

Science & Technology Finance News & Politics

Anya Rossi• Live Now

Private livecam show

18 Comments

shaimo2 months ago

Why broken? Sounds completely reasonable

Believer in spx6900 💹🧲2 months ago

Spx6900 reversal mode is coming

Gegas0r2 months ago

These “few” are the ones that are profiting now

Wilfred Teo2 months ago

Stop deflecting, issue is not with semiconductor stocks as there are true earnings.

StormFX2 months ago

Wow, seeing Intel down over 21% is wild. That's a massive hit. Wonder what's driving such a sharp sell-off across the board.

TradeMasteryHQ2 months ago

Broken or just crowded? Watch DRAM spot prices and lead times. If both roll over with these stocks, it’s the cycle, not profit-taking.

antifragilator2 months ago

rotation into bitcoin and MSTR

Rumpti2 months ago

sounds like a much needed exhale, not broken.

Sabore Restaurant2 months ago

@grok what could be next ?

toni2 months ago

Semis falling isn't market fear - it's demand reality catching up.

My Investment Dreams2 months ago

It feels like the dominoes are slowly starting to fall.

Matched-Betting.US2 months ago

Buyers need to step in

Jensen Wealth Architecture2 months ago

real moves, not hype. these names were up 200-700% this year before the pull back, so calling it "broken" undersells how far they'd run first. more like gravity finally showing up to a party that forgot it existed. worth watching if it's a healthy profit taking or something structural underneath

Tom Kelly2 months ago

interesting

Frame Terminal2 months ago

The tech anchors are dragging the entire index down.

r0663i2 months ago

NVDA, AAPL PUMP PUMP

ウィル2 months ago

These are memestocks

光头强2 months ago

💾

Related Videos

Weekend trading just got a major upgrade. 10 more of the most in-demand Ondo Stocks are now live with real 24/7 trading: → AMD → Intel → Micron → TSMC → Marvell → SpaceX → SanDisk → Broadcom → SK hynix → Arm Holdings That brings the 24/7 lineup to 16 assets, joining SPYon, QQQon, CRCLon, NVDAon, TSLAon, and GOOGLon 🧵↓

Weekend trading just got a major upgrade. 10 more of the most in-demand Ondo Stocks are now live with real 24/7 trading: → AMD → Intel → Micron → TSMC → Marvell → SpaceX → SanDisk → Broadcom → SK hynix → Arm Holdings That brings the 24/7 lineup to 16 assets, joining SPYon, QQQon, CRCLon, NVDAon, TSLAon, and GOOGLon 🧵↓

Ondo Finance

157,012 views • 2 months ago

$SPX (S&P 500) Everyone's wanting to know whats happening with stocks? Are stocks rolling over wanting more upside? I break it down in this video. Enjoy, like and repost if you want to see more videos like these 🤝

$SPX (S&P 500) Everyone's wanting to know whats happening with stocks? Are stocks rolling over wanting more upside? I break it down in this video. Enjoy, like and repost if you want to see more videos like these 🤝

Wick

18,203 views • 6 months ago

THE S&P 500 IS STARTING TO LOOK FAKE 🩸 Most stocks are red today, yet the S&P 500 is barely down because NVIDIA alone added $190 BILLION in value. This is very dangerous divergence.

THE S&P 500 IS STARTING TO LOOK FAKE 🩸 Most stocks are red today, yet the S&P 500 is barely down because NVIDIA alone added $190 BILLION in value. This is very dangerous divergence.

Crypto Rover

607,504 views • 4 months ago

"We have the AI stock market, we have the non-AI stock market. They don't even move together" Jim Bianco says 41 AI stocks are half the S&P, and the correlation between them and the rest has gone negative "Michael Cembalest over at JPMorgan has put together a list of the 41 stocks in the S&P that are AI-related. The Mag 7, the semis, the equipment makers, a couple of others. 41 of 500 stocks." "Those 41 companies were 48% of the S&P 500's cap about two weeks ago. It's a little less today, maybe 46% right now. We'll call it half. The other 459 companies are 52% of it." "If you look at the indexes, there is an index of the AI stocks and the ex-AI stocks. That correlation has broken down and has gone completely negative right now." "That's why I find it curious that on a day the stock market is down, they'll say it's down because there's fears the economy is slowing. And I'm like, the 459 non-AI stocks were actually up that day. It was just that a bunch of semiconductors got pounded, and that's what dragged down the entire index."

"We have the AI stock market, we have the non-AI stock market. They don't even move together" Jim Bianco says 41 AI stocks are half the S&P, and the correlation between them and the rest has gone negative "Michael Cembalest over at JPMorgan has put together a list of the 41 stocks in the S&P that are AI-related. The Mag 7, the semis, the equipment makers, a couple of others. 41 of 500 stocks." "Those 41 companies were 48% of the S&P 500's cap about two weeks ago. It's a little less today, maybe 46% right now. We'll call it half. The other 459 companies are 52% of it." "If you look at the indexes, there is an index of the AI stocks and the ex-AI stocks. That correlation has broken down and has gone completely negative right now." "That's why I find it curious that on a day the stock market is down, they'll say it's down because there's fears the economy is slowing. And I'm like, the 459 non-AI stocks were actually up that day. It was just that a bunch of semiconductors got pounded, and that's what dragged down the entire index."

The Wolf Of All Streets

33,961 views • 20 days ago

A historic rotation is underway. On July 15th, Adam Kobeissi joined Fox Business and called for a rotation back into the Magnificent 7 to lead the S&P 500 to 8,000. The recent market leadership of chip stocks allowed the Magnificent 7 to correct, while still seeing historic earnings growth, without dragging the broader S&P 500 index lower. This was the largest such divergence between the S&P 500 and the Magnificent 7 since 2022. Less than 3 weeks since this clip with Adam Kobeissi and Charles V Payne, the S&P 500 is now above 7,700, Microsoft and Amazon are up +25% in 5 days, and the S&P 500 is worth a record $70 trillion. Many of these large cap technology names are now trading CHEAPER than the S&P 500 on a Forward P/E basis. Ironically, many stocks in this market are getting cheaper as they go up. Own assets or be left behind.

A historic rotation is underway. On July 15th, Adam Kobeissi joined Fox Business and called for a rotation back into the Magnificent 7 to lead the S&P 500 to 8,000. The recent market leadership of chip stocks allowed the Magnificent 7 to correct, while still seeing historic earnings growth, without dragging the broader S&P 500 index lower. This was the largest such divergence between the S&P 500 and the Magnificent 7 since 2022. Less than 3 weeks since this clip with Adam Kobeissi and Charles V Payne, the S&P 500 is now above 7,700, Microsoft and Amazon are up +25% in 5 days, and the S&P 500 is worth a record $70 trillion. Many of these large cap technology names are now trading CHEAPER than the S&P 500 on a Forward P/E basis. Ironically, many stocks in this market are getting cheaper as they go up. Own assets or be left behind.

The Kobeissi Letter

684,429 views • 2 months ago

🚨 THE STOCK MARKET WILL CRASH ON MONDAY Something EXTREMELY BAD is happening with the S&P 500. Gold is DUMPING. Silver is DUMPING. Crypto is DUMPING. Bonds are DUMPING. Even Oil is DUMPING. Now the S&P 500 looks next. The last time stocks went vertical like this, it was Black Monday in 1987. The chart doesn't care what you want to believe. Right now, we are still in Euphoria. The next targets: 7,250 ➜ 6,750 ➜ 6,250 ➜ 5,500 Follow me and turn notifications on. I will post the warning before the headlines catch up.

🚨 THE STOCK MARKET WILL CRASH ON MONDAY Something EXTREMELY BAD is happening with the S&P 500. Gold is DUMPING. Silver is DUMPING. Crypto is DUMPING. Bonds are DUMPING. Even Oil is DUMPING. Now the S&P 500 looks next. The last time stocks went vertical like this, it was Black Monday in 1987. The chart doesn't care what you want to believe. Right now, we are still in Euphoria. The next targets: 7,250 ➜ 6,750 ➜ 6,250 ➜ 5,500 Follow me and turn notifications on. I will post the warning before the headlines catch up.

Rekt Fencer

721,162 views • 4 months ago

🚨 THE STOCK MARKET HAS ENTERED TERRITORY EVEN MORE EXTREME THAN THE DOT-COM BUBBLE. In 2000, the top stocks made up 27% of the S&P 500. Today, that number has exploded to 45%. Back then, only 20 stocks were still making new highs before the market collapsed 45%. Today, the exact same thing is happening again. Almost only AI stocks are still holding the entire market up. Once leadership breaks, everything underneath gets exposed.

🚨 THE STOCK MARKET HAS ENTERED TERRITORY EVEN MORE EXTREME THAN THE DOT-COM BUBBLE. In 2000, the top stocks made up 27% of the S&P 500. Today, that number has exploded to 45%. Back then, only 20 stocks were still making new highs before the market collapsed 45%. Today, the exact same thing is happening again. Almost only AI stocks are still holding the entire market up. Once leadership breaks, everything underneath gets exposed.

Crypto Rover

87,051 views • 3 months ago

We've mentioned to continue buying $MU, $SNDK, and $DRAM over the last few days. I am still bullish on memory stocks for the long-term. Do NOT miss your opportunity for the next major bull-run later this year. 1. Micron $MU 2. SanDisk $SNDK 3. RoundHill Memory ETF $DRAM All my buy and sell signals in Discord @

We've mentioned to continue buying $MU, $SNDK, and $DRAM over the last few days. I am still bullish on memory stocks for the long-term. Do NOT miss your opportunity for the next major bull-run later this year. 1. Micron $MU 2. SanDisk $SNDK 3. RoundHill Memory ETF $DRAM All my buy and sell signals in Discord @

StockWhale

54,241 views • 2 months ago

THIS IS ABSOLUTELY MASSIVE 🇺🇸 $13,000,000,000,000 has been added to US stocks in just 9 weeks. The S&P 500 just posted its 9th consecutive weekly green candle, longest winning streak since December 2023.

THIS IS ABSOLUTELY MASSIVE 🇺🇸 $13,000,000,000,000 has been added to US stocks in just 9 weeks. The S&P 500 just posted its 9th consecutive weekly green candle, longest winning streak since December 2023.

CryptoGoos

32,050 views • 4 months ago

TOM LEE: DON'T FEAR THE NEXT PULLBACK 🔥 Tom Lee believes Q2 earnings will beat expectations, supporting another leg higher for stocks in July. He's targeting 8,000+ on the S&P 500 this year, while expecting a correction sometime between August and October.

TOM LEE: DON'T FEAR THE NEXT PULLBACK 🔥 Tom Lee believes Q2 earnings will beat expectations, supporting another leg higher for stocks in July. He's targeting 8,000+ on the S&P 500 this year, while expecting a correction sometime between August and October.

CryptosRus

21,325 views • 3 months ago

I missed 10x gains by valuing $NFLX in 2017 the same way people are valuing Palantir $PLTR today. Using this method... you'll understand why Palantir is actually one of the cheapest stocks in the S&P 500 right now. Palantir Elon Musk Charles V Payne

I missed 10x gains by valuing $NFLX in 2017 the same way people are valuing Palantir $PLTR today. Using this method... you'll understand why Palantir is actually one of the cheapest stocks in the S&P 500 right now. Palantir Elon Musk Charles V Payne

Frank Curzio

43,690 views • 1 year ago

If you missed NVIDIA at $10 or Palantir at $20, you're not alone. Each stock ran 500%+ in the next 12 months & most investors missed it. 6 stocks that could go on a similar run + why I believe this:👇 1. Micron ( $MU )

If you missed NVIDIA at $10 or Palantir at $20, you're not alone. Each stock ran 500%+ in the next 12 months & most investors missed it. 6 stocks that could go on a similar run + why I believe this:👇 1. Micron ( $MU )

Frank Curzio

267,339 views • 28 days ago

Qullamaggie on Ignore Weak Stocks “ROKU? Look guys, these kind of stocks - it’s a weak stock. Ignore these, ignore these. Focus on the strong ones. There’s a lot of random stocks. Ignore all of these. Focus on the ones that are in uptrends and that have been holding up really well during the correction. Focus on those ones. That’s where the big money is. Like ROKU is literally inside of a range right now. This thing has no upside. Look at stuff like DDOG. Look at stuff which I passed on. Look at stuff like WORK, which I am long. These are the types of stocks you wanna own. These are the types of stocks you wanna own. Look at this. TDOC also, this one I didn’t think it was gonna go. I saw it breaking out early, but I passed on it. But it’s just - they can’t hold it down. And as soon as the market selling eased, this thing exploded. All of these. Don’t, don’t look at these weak stocks. Ignore them.”

Qullamaggie on Ignore Weak Stocks “ROKU? Look guys, these kind of stocks - it’s a weak stock. Ignore these, ignore these. Focus on the strong ones. There’s a lot of random stocks. Ignore all of these. Focus on the ones that are in uptrends and that have been holding up really well during the correction. Focus on those ones. That’s where the big money is. Like ROKU is literally inside of a range right now. This thing has no upside. Look at stuff like DDOG. Look at stuff which I passed on. Look at stuff like WORK, which I am long. These are the types of stocks you wanna own. These are the types of stocks you wanna own. Look at this. TDOC also, this one I didn’t think it was gonna go. I saw it breaking out early, but I passed on it. But it’s just - they can’t hold it down. And as soon as the market selling eased, this thing exploded. All of these. Don’t, don’t look at these weak stocks. Ignore them.”

Lone

12,727 views • 3 months ago

⚠️ WARNING: EVERY JAPAN RATE HIKE HAS SENT THE S&P 500 DOWN. THE NEXT BOJ HIKE IS COMING TOMORROW. IF IT REPEATS, $SPX WILL BE BELOW $6,100 BY JUNE 30. DON’T IGNORE IT.

⚠️ WARNING: EVERY JAPAN RATE HIKE HAS SENT THE S&P 500 DOWN. THE NEXT BOJ HIKE IS COMING TOMORROW. IF IT REPEATS, $SPX WILL BE BELOW $6,100 BY JUNE 30. DON’T IGNORE IT.

Rekt Fencer

207,443 views • 3 months ago

🚨 THE AI BUBBLE IS STARTING TO CRACK. Nasdaq just crashed -2.18% while the S&P 500 dumped -1.45% as panic hit high valuation AI and semiconductor stocks globally. Over $2.2 TRILLION has already been wiped out from global markets today. This is starting to look like the first real unwind of the AI mania trade.

🚨 THE AI BUBBLE IS STARTING TO CRACK. Nasdaq just crashed -2.18% while the S&P 500 dumped -1.45% as panic hit high valuation AI and semiconductor stocks globally. Over $2.2 TRILLION has already been wiped out from global markets today. This is starting to look like the first real unwind of the AI mania trade.

Crypto Rover

131,226 views • 3 months ago

FACT: MICHAEL SAYLOR'S STRATEGY HAS NOW QUALIFIED FOR THE S&P 500 FOR OVER 400 DAYS TRILLIONS IN PASSIVE FUNDS COMING TO #BITCOIN IT'S INEVITABLE 🚀

FACT: MICHAEL SAYLOR'S STRATEGY HAS NOW QUALIFIED FOR THE S&P 500 FOR OVER 400 DAYS TRILLIONS IN PASSIVE FUNDS COMING TO #BITCOIN IT'S INEVITABLE 🚀

The Bitcoin Historian

53,652 views • 5 days ago

🚨 WHAT IF THE MEMORY SHORTAGE WAS MANUFACTURED? Samsung, SK Hynix, and Micron are being sued for allegedly engineering the DRAM shortage on purpose. The lawsuit claims they used the AI boom as cover to quietly cut normal memory supply. DRAM prices are up 500 to 700%. The damage is now showing up in iPhone and Mac prices. The makers say it's innocent: AI buyers showed up with huge money for HBM. But here's the bigger question. Memory stocks are priced for endless AI demand. If a court rules the scarcity was manufactured, how much of that demand was ever real?

🚨 WHAT IF THE MEMORY SHORTAGE WAS MANUFACTURED? Samsung, SK Hynix, and Micron are being sued for allegedly engineering the DRAM shortage on purpose. The lawsuit claims they used the AI boom as cover to quietly cut normal memory supply. DRAM prices are up 500 to 700%. The damage is now showing up in iPhone and Mac prices. The makers say it's innocent: AI buyers showed up with huge money for HBM. But here's the bigger question. Memory stocks are priced for endless AI demand. If a court rules the scarcity was manufactured, how much of that demand was ever real?

CryptoGoos

32,615 views • 3 months ago

$SPX (S&P 500) + $QQQ (Nasdaq) Breakdown of Stocks for everyone. 🤝 You have to follow the trend. The trend is the only thing clear right now. Enjoy the video. If you want more content like this join my X subs.

$SPX (S&P 500) + $QQQ (Nasdaq) Breakdown of Stocks for everyone. 🤝 You have to follow the trend. The trend is the only thing clear right now. Enjoy the video. If you want more content like this join my X subs.

Wick

10,517 views • 4 months ago