This is so bullish for the AI & semiconductor supply-chain: Global semis valuations have compressed in 2026, despite huge earnings expectations. The opposite of an AI bubble despite some fear-mongering reports coming out of Korea and Japan today. It's probably best to just ignore the noise on days like today - nothing has fundamentally changed. Structurally critial companies like $MU, $SNDK $INTC, $NBIS etc etc will keep printing stellar earnings for the forseeable future.
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