@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

APEX TRADING
APEX TRADING
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Tuesday 28 July 2026 11:05:06 GMT
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bigal573
BigAL :
META, OOOOF
2026-07-30 01:01:52
0
fatt0rini
Tom † :
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
4
milano.toress
Milano Toress :
Sell the news 👍
2026-07-28 19:20:41
0
theirv1
Andy :
So what’s your view? Will it rotate back?
2026-07-28 14:16:24
0
dalemove
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
4
radostindimitrov399
radostindimitrov399 :
So what is the next move ?
2026-07-28 14:36:06
1
tanning.chatum222
Tanning Chatum ❌ :
Where’s the beef?
2026-07-28 15:13:40
1
brox7675
Brox :
spot on
2026-07-28 15:52:12
2
elenaoptionsincome
Elena | Option Seller :
The circular finance is fascinating. I didn’t rotate as rapidly as I should.
2026-07-28 18:19:36
0
oraclestar9
Oraclestar9 :
Seems like a liquidity crisis worse than 2008 in the making short of a mireacle
2026-07-28 19:26:13
0
evanphoenix01p
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
0
westerncanadian55
Martin🇨🇦 :
Very enjoyable indeed
2026-07-28 19:44:29
0
3x5y0y9
Whimsy 🇨🇦🇺🇾🇬🇬 :
Constellation software tsx up nicely past two days
2026-07-28 14:51:20
0
nicovatooo38400
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
1
cow1985
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
0
dddmmm12
user2611953654702 :
can you give us some examples for uncrowded stocks?
2026-07-28 15:15:43
0
swquinn123
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
0
imgoingtokmfs
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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diesdas598
diesdas :
Thx for Sharing
2026-07-28 16:37:12
0
skiingirishman
Robert Maranville :
XLI, XLF, XLV!!!
2026-07-29 17:32:32
0
y8685924
@️:      ️ :
Just 🤬
2026-07-28 11:14:05
1
mpotter21157
Mpotter2115 :
I’m getting hammered atm
2026-07-28 14:36:27
0
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