Luxodorscent
06-07

The semiconductor sector experienced a significant correction at the end of last week (June 5, 2026), driven by a convergence of company-specific news and broader macroeconomic headwinds.


However the fundamentals and growth stories are still strong as an ox. 


Volatility is there but it's difficult to avoid catalyst infos compared to fear - just in my humble opionion; not a financial advisor or anything.


What are your thoughts Tigers & Tigresses? 


$Micron Technology(MU)$  $Broadcom(AVGO)$  $NVIDIA(NVDA)$  

#Fridaycrash #AIboom #inflation #jobrate #geopolitical  

Oil Breaks $100: When Will the AI Selloff End?
As tech sold off, investors rotated into defensives: PG gained 5.58%, KO 2.87%, LLY 2.83%, WMT 2.82%, COST 1.99%, and Berkshire 1.32%. Bulls cite steadier earnings and stronger balance sheets as AI valuations compress. Berkshire’s roughly $360B cash position and renewed buybacks, Taylor Morrison deal, and larger Alphabet stake signal capital deployment. Bears warn defensive stocks are extended and could reverse if tech rebounds. What would confirm a lasting shift rather than a one-day flight to safety?
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