Schulz Duggan(@Schulz_Research):$SOXX $INTC October: SOXX fell 17.1%. The equal-weight S&P 500 rose 4.9%. Is the AI boom breaking, or is its price tag the problem? What this selloff reveals about demand, cash flow and the next test for AI stocks.

Schulz Duggan

@Schulz_Research

AI and chip news as it happens, explained simply. Research on optics and memory from Asia and US filings. Weekly industry explainers. Econ & finance background.

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Schulz Duggan@Schulz_Research

2026.10.31 11:11

$SOXX $INTC October: SOXX fell 17.1%. The equal-weight S&P 500 rose 4.9%. Is the AI boom breaking, or is its price tag the problem? What this selloff reveals about demand, cash flow and the next test for AI stocks.