Shyon
08-19 19:24

I see Tuesday’s semiconductor selloff as normal profit-taking and valuation compression rather than a fundamental breakdown. Higher Treasury yields, oil above $90 and crowded AI trades created the perfect setup for a sharp pullback, especially after the strong recent rally in memory and optical stocks.

For me, the key point is that AI demand, memory pricing and data-center CapEx remain intact. I’ll be watching the 50-day moving averages, particularly for $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ , to see whether the sector can stabilize and reclaim key levels.

Personally, I’m leaning toward A + E: normal profit-taking and an opportunity to accumulate in stages. I wouldn’t rush in after one red day, but I also wouldn’t panic-sell. If MU, SNDK and the broader semiconductor sector stabilize, I’m happy to use the pullback to add gradually.

@Tiger_comments @TigerStars @TigerClub

# Nvidia Drops 2.3% a Week Before Earnings — 50% Upside or Bubble?

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