Jason's Chips(@jasonschips):🔔 The Daily Semi-Cap — October 4, 2026 📊 SMH (Friday, October 2 close): $630.60 (+2.07% vs. Thursday, October 1 close) 📈 Earnings: • No new AI-infrastructure earnings released today. 🔥 Major Developments: • No material new AI-infrastructure developments today.

Jason's Chips

@jasonschips

AI/semis buyside investor | All views my own, not financial advice

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Jason's Chips@jasonschips

2026.10.04 22:02

🔔 The Daily Semi-Cap — October 4, 2026 📊 SMH (Friday, October 2 close): $630.60 (+2.07% vs. Thursday, October 1 close) 📈 Earnings: • No new AI-infrastructure earnings released today. 🔥 Major Developments: • No material new AI-infrastructure developments today.