This trade $SOXL is benefiting from a double tailwind: “tighter liquidity” and “AI losing its luster.”

Today’s US stock semiconductor space is much like the dot-com bubble of 2000. Burry’s short on Micron isn’t random—it’s a signal that the memory cycle has topped.

Breakthroughs in domestic lithography machines are only the needle that punctures the bubble. SOXL, a 3x leveraged ETF, will accelerate its search for a bottom in a downtrend due to “leverage decay.”

Entering at 156.51, you’re looking for an adjustment at least on the weekly timeframe. A return of 886%, in essence, is a salute to the “economic cycle.”

Focus on the macro big cycle, don’t be a frog at the bottom of a well. Daily macro updates $ETH $BTC #ETH重返1900美元