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  

Jobs Surprise Sets a Higher Bar — Can CPI Rescue Tech?
QQQ gained 1.29% and the S&P 500 0.27% Friday as AI data-center approval concerns eased, though gains remained tech-led. Payrolls beat expectations at 165K versus 59K; unemployment was 4.1%, strengthening December hike bets and pressuring tech valuations. CPI is due Nov. 10 at 21:30 Beijing time, with headline and core estimates of 0.3% and 0.2% month over month. Bulls want inflation to cool; bears cite strong jobs and uncertain AI returns. Construction pauses remain proposals, not a nationwide ban. What will drive QQQ next: headline CPI, core details, or Treasury yields?
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