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Semis are priced for chip sales to HALVE by mid-2027.
Korea is shipping +200%, memory is sold out and prepaid, and every research shop now swears it never liked the trade.
Pontius Pilate would blush.
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Semis are very green this morning.
Semis and the Nasdaq had a rough week, bonds fell, oil's above $100 and the KOSPI had its worst week since Lehman. How has crypto held up?
Today at 4:30pm ET, @austincampbell , @ramahluwalia and @perkinscr97 ask John D'Agostino and @Nick_van_Eck.
Live here on X
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Semis were crushed and cyber ripped yesterday. $CRWD up 14%, $PANW up 13%.
When one side of a theme gets sold and the other side rips, that's rotation, not the trade breaking down.
The money didn't leave, it moved. Follow it.
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SEMIS LOOK SEXY BUT HYPERSCALERS COULD RUIN THE PARTY...🛑
$MSFT $META $AMZN
Semis vol just suffered one of its biggest resets in years. Whether NVDA triggered stabilization or the next bull leg, directional optionality suddenly looks interesting again.
Semis are selling off. Credit stress is rising. Meanwhile, protection has been getting cheaper. Read that again.
Semis -3.7%
QQQs -1.5%
Software -1%
S&P 500 Equal Weight +0.2%
SEMIS: DONE. 🏆⚡️
@nanib3ar is heading to the Blitz Cup final!
Waiting on the other side: @crypto_pumpman, with the first-ever Blitz Cup title on the line 👀
Details on Blitz Cup Final dropping soon!
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Semis & Software Get Caught Up In The Momentum Maelstrom
