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🚨 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 次观看 • 2 个月前 •via X (Twitter)

科学技术财经新闻政治

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18 条评论

shaimo 的头像

shaimo2 个月前

Why broken? Sounds completely reasonable

Believer in spx6900 💹🧲 的头像

Believer in spx6900 💹🧲2 个月前

Spx6900 reversal mode is coming

Gegas0r 的头像

Gegas0r2 个月前

These “few” are the ones that are profiting now

Wilfred Teo 的头像

Wilfred Teo2 个月前

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

StormFX 的头像

StormFX2 个月前

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.

TradeMasteryHQ 的头像

TradeMasteryHQ2 个月前

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.

antifragilator 的头像

antifragilator2 个月前

rotation into bitcoin and MSTR

Rumpti 的头像

Rumpti2 个月前

sounds like a much needed exhale, not broken.

Sabore Restaurant 的头像

Sabore Restaurant2 个月前

@grok what could be next ?

toni 的头像

toni2 个月前

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

My Investment Dreams 的头像

My Investment Dreams2 个月前

It feels like the dominoes are slowly starting to fall.

Matched-Betting.US 的头像

Matched-Betting.US2 个月前

Buyers need to step in

Jensen Wealth Architecture 的头像

Jensen Wealth Architecture2 个月前

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 Kelly 的头像

Tom Kelly2 个月前

interesting

Frame Terminal 的头像

Frame Terminal2 个月前

The tech anchors are dragging the entire index down.

r0663i 的头像

r0663i2 个月前

NVDA, AAPL PUMP PUMP

ウィル的头像

ウィル2 个月前

These are memestocks

光头强的头像

光头强2 个月前

💾

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"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."

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