A influx of liquiditiy coming this week? How is it going to fair with rising inflation risk?

PawsAndProfits
07-20 09:17

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌

Will inflation finally be unveiled as it has been overshadowed by the insane bullish run by technology sector over the past few months? Major semiconductor and AI related stocks all took a massive hit over the past two weeks, suffering a significant correction. Let’s see if it will recover this coming week.

@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

AI Trade Cools: SOX Drops 4.3%, TSMC Net Profit Surges 77% Yet Closes Lower — Hardware Oversold?
US AI trades broadly sold off Thursday: Nasdaq −1.47%, SOX −4.3%, TSMC closing lower despite Q2 net profit +77% YoY; memory, storage, and chips hit hard as VIX jumped 6.76%. But ASML's raised guidance shows AI-compute demand stays firm. The fear isn't collapsing demand — it's when hyperscaler capex becomes revenue and cash flow. As earnings beats fail to move stocks, the AI trade may be shifting from "chasing hardware" to "validating returns." Profit-taking, or a real capex inflection?
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