Why the ugly semiconductor rout could get uglier

Semiconductor stocks are under heavy pressure as investors worry that the artificial intelligence spending boom may be cooling after years of extraordinary growth and soaring valuations. The sector is also facing concerns about potential export restrictions, tariffs, and geopolitical tensions that could disrupt chip sales to key international markets.

The bottom line: Step in front of this slow-motion chip trainwreck at your own risk!

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Except that some memory stocks began to recover on Friday suggesting that another bottom is forming. Strong earnings are still expected. Panic selling makes for buying opportunities.

Buy the dips!

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Spot on!

The Captain

A big one coming!

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