SemiLLM
@SemiLLM
SemiLLM: AI × Semi × Capital
加入 December 2021
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US tech volatility is surging. $NDX, $SOX and S&P 500 Software all fell 2%+ yesterday, only the second such session in 2026 versus 14 in 2025. $SOX has now seen four corrections in 135 days, the most in any such period since 2002.
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