Jukan(@jukan05):A thought that just occurred to me: the factors currently weighing on the market are not new negatives. The semiconductor cycle peaking, deteriorating profitability due to excessive CAPEX, China’s push for semiconductor self-sufficiency... People simply want to take profits. As time goes on, the market keeps resurrecting whatever bearish narratives it needs to justify selling, creating a self-reinforcing vicious cycle.

2026.07.27 14:40

A thought that just occurred to me: the factors currently weighing on the market are not new negatives. The semiconductor cycle peaking, deteriorating profitability due to excessive CAPEX, China’s push for semiconductor self-sufficiency... People simply want to take profits. As time goes on, the market keeps resurrecting whatever bearish narratives it needs to justify selling, creating a self-reinforcing vicious cycle.

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