07/27/2026
semi’s have further sold off.
06/27/2026
semi’s fell 5% yesterday. macro headwinds and news of outflows from execs being the media’s justification.
likelihood of rebound over the weekend is likely.
06/23/2026
semi’s selling off today. wallstreet is likely selling ahead of earnings because of likelihood of trends to sell the good news.
06/19/2026
over the past few days, the us/iran war has agreed to a mou. very little can be said to the resilience of this memorandum of understanding.
based on this, the semiconductors market will rise as people will increase participation in the markets in very short term as trump is likely reduce his erratic behaviour to strengthen his midterm campaign.
today, i have 10% of net worth in semi’s. i expect this to rise 20-30% over 1-3 months.