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  

PPI Surges 1.3% MoM — Can the U.S. Equity Rotation Hold?
QQQ slipped 0.13% while SPY gained 0.28% as hotter producer inflation pushed capital from AI-heavy tech into financials and consumer stocks. September PPI rose 1.3% month over month, more than double expectations, while energy lifted annual wholesale inflation to 6.3%. Bulls welcome broader market leadership; bears fear margin pressure and delayed rate cuts. Should investors favor SPY value sectors, hold QQQ, or wait for inflation expectations to reset?
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