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Are you shocked by the script every time?
Last Wednesday, semiconductors collectively plunged, with Micron, SanDisk, Applied Materials, and Lam Research dropping 10% in a single day, and the Philadelphia Semiconductor Index falling 6.7%.
Twitter was flooded with "AI has peaked" and "storage is crashing." Three days later, you look again, and what fell started climbing back.
This script has played out at least five times this year. The template is exactly the same every time.
A certain sector rises too much → a negative catalyst emerges