@apexalphatrading: Daily Market Brief - Tomorrow night we’ve got the FED, META and MICROSOFT. Samsung and SK Hynix are nearly half the entire Korean market.. both down double digits today. The KOSPI closed off almost 11%, its worst day since March. Over a trillion dollars wiped off global chip names since Monday. Two things spooked it. Questions over how all this AI infrastructure actually gets paid for.. and China moving into memory. SK Hynix even slipped below the price it floated at in New York two weeks ago. This is what happens when everyone is leaning the same way.. the exit gets narrow fast. Understanding why the tape moves like this is the whole game. Educational only. Not advice. Your capital is at risk. #semiconductors #micron #investing #stocks #sandisk
I just don’t get it, when I look at all the factors it genuinely looks like a recipe for disaster. But at the same time we are talking about the smartest companies in the world why would they spend all this capex if there wasn’t going to a substantial ROI… but at the same time genuinely how does ai become profitable ??
2026-07-28 11:16:12
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Milano Toress :
Sell the news 👍
2026-07-28 19:20:41
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Andy :
So what’s your view? Will it rotate back?
2026-07-28 14:16:24
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Dale Move :
Nice to hear you have some humility saying you’ve lost money in your time. Refreshing compared to the normal ‘my book is always up’ 😅
2026-07-28 12:29:06
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radostindimitrov399 :
So what is the next move ?
2026-07-28 14:36:06
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Tanning Chatum ❌ :
Where’s the beef?
2026-07-28 15:13:40
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Brox :
spot on
2026-07-28 15:52:12
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Elena | Option Seller :
The circular finance is fascinating. I didn’t rotate as rapidly as I should.
2026-07-28 18:19:36
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Oraclestar9 :
Seems like a liquidity crisis worse than 2008 in the making short of a mireacle
2026-07-28 19:26:13
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Evan from Heaven :
Imagine if rates get raised. MAGA will lose their minds even tho they don’t know what It means
2026-07-28 14:26:52
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Martin🇨🇦 :
Very enjoyable indeed
2026-07-28 19:44:29
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Whimsy 🇨🇦🇺🇾🇬🇬 :
Constellation software tsx up nicely past two days
2026-07-28 14:51:20
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NicoVatoo :
Not gonna lie 😅, this week was a pleasant surprise. Staying around people who share useful knowledge makes a big difference.
2026-07-28 18:44:53
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Scooba85 :
Sold a bunch of my Semi etf a couple of weeks back and bought adobe and Google after their last dip on earnings… they are both doing well. Thanks for the heads up
2026-07-28 20:11:04
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user2611953654702 :
can you give us some examples for uncrowded stocks?
2026-07-28 15:15:43
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Drake123 :
I think the semi infrastructure fear now is that there will be solutions that produce the Compute with much less density in hardware.
2026-07-28 11:38:02
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hmmmmmmmmmmmmmmmmmmmmmmmmmmmmm :
one big thing everyone is missing: if china is going to ramp up production on semiconductors and hbm memory... then doesn't this prove the original thesis right? and aren't the original companies still the most profitable due to being generations ahead? I feel like this is the point everyone is missing right now due to the fearmongering
2026-07-28 16:05:47
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diesdas :
Thx for Sharing
2026-07-28 16:37:12
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Robert Maranville :
XLI, XLF, XLV!!!
2026-07-29 17:32:32
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@️: ️ :
Just 🤬
2026-07-28 11:14:05
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Mpotter2115 :
I’m getting hammered atm
2026-07-28 14:36:27
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