Trump fucked us all, that's wh

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NOMS
07-09 12:29

Trump fucked us all, that's what happened. He's making his own golden days to buy the dip.

More Than Two-Thirds of Tech Stocks Are at Least 20% off Recent Highs. What’s Happening to the AI Trade?

Major semiconductor names have been falling hard as investors take profits following a blockbuster second quarter.

More Than Two-Thirds of Tech Stocks Are at Least 20% off Recent Highs. What’s Happening to the AI Trade?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":583849092044176,"tweetId":"583849092044176","gmtCreate":1783571391930,"gmtModify":1783573757619,"author":{"id":4096983351989000,"idStr":"4096983351989000","authorId":4096983351989000,"authorIdStr":"4096983351989000","name":"NOMS","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":39,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Trump fucked us all, that's what happened. He's making his own golden days to buy the dip.</p></body></html>","htmlText":"<html><head></head><body><p>Trump fucked us all, that's what happened. He's making his own golden days to buy the dip.</p></body></html>","text":"Trump fucked us all, that's what happened. He's making his own golden days to buy the dip.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/583849092044176","repostId":2650913256,"repostType":4,"repost":{"id":"2650913256","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1783569600,"share":"https://ttm.financial/m/news/2650913256?lang=en_US&edition=fundamental","pubTime":"2026-07-09 12:00","market":"us","language":"en","title":"More Than Two-Thirds of Tech Stocks Are at Least 20% off Recent Highs. What’s Happening to the AI Trade?","url":"https://stock-news.laohu8.com/highlight/detail?id=2650913256","media":"Dow Jones","summary":"Major semiconductor names have been falling hard as investors take profits following a blockbuster second quarter.","content":"<html><head></head><body><p style=\"text-align: start;\">After lifting the market for the past few months, artificial-intelligence names are now dragging the technology sector down. Is it a temporary correction or a sign of a wider reset?</p><p style=\"text-align: start;\">A whopping 69% of stocks in the S&amp;P 500 information-technology sector are currently down over 20% from their 52-week intraday highs, which market analyst Mike Zaccardi flagged in an X post and Dow Jones Market Data confirmed. They could be considered in a bear market by some definitions.</p><p>Large semiconductor stocks have been hit especially hard. Shares of <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> have fallen 25% from their recent highs, while <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>’s stock is down 21% and <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a>’s stock is down 30%.</p><p>While the magnitude of the selloff may seem concerning, some analysts think it’s a natural progression following a big run-up. Investors may be looking to lock in some profits after an impressive second quarter, which saw the <a href=\"https://laohu8.com/S/SOX\">PHLX Semiconductor Index</a> achieverecord gains.</p><p style=\"text-align: start;\">“We’ve seen some broader profit-taking to start Q3 in July here across tech infrastructure — Tuesday had a pretty steep sell-off for chip equipment, for example,” Morningstar equity analyst William Kerwin told MarketWatch over email.</p><p style=\"text-align: start;\">He pointed out that over the past few quarters, tech stocks have come under pressure in the month following earnings, then rebounded leading up to the next report.</p><p>Memory and storage names kicked off the first half of 2026 on a blistering run, but they’ve since suffered a sudden and aggressive selloff from their late-June peaks. Shares of <a href=\"https://laohu8.com/S/STX\">Seagate</a> and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> have joined <a href=\"https://laohu8.com/S/SNDK\">Sandisk</a> and Micron in falling over 20% in the past couple of weeks. These historically cyclical businesses have been at the center of a heated debate as investors determine whether the AI boom will permanently increase demand for their products.</p><p style=\"text-align: start;\">Morningstar’s Kerwin also pointed to Samsung’s preliminary earnings earlier this week as a catalyst for the recent selloff. While Samsung reported a 19-fold increase in profits on a year-over-year basis, Kerwin said some investors expected more from the overall report.</p><p style=\"text-align: start;\">The release “could portend some deceleration of steep memory-price increases for the likes of Micron,” according to Kerwin.</p><p style=\"text-align: start;\">While spot price increases for dynamic random-access memory and NAND have moderated recently, Evercore analyst Amit Daryanani believes long-term hyperscaler agreements and contract pricing provide a better picture of the memory market. He believes long-term customer agreements will fundamentally improve revenue visibility and predictability for these companies.</p><p style=\"text-align: start;\">“We think that despite the near-term volatility, memory remains an attractive part of the tech ecosystem,” Daryanani said in a Wednesday note. “There is a logical element of profit-taking as investors trim winners ahead of the next earnings prints to reassess pricing durability and hyperscaler capex cadence.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>More Than Two-Thirds of Tech Stocks Are at Least 20% off Recent Highs. What’s Happening to the AI Trade?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMore Than Two-Thirds of Tech Stocks Are at Least 20% off Recent Highs. What’s Happening to the AI Trade?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-09 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">After lifting the market for the past few months, artificial-intelligence names are now dragging the technology sector down. Is it a temporary correction or a sign of a wider reset?</p><p style=\"text-align: start;\">A whopping 69% of stocks in the S&amp;P 500 information-technology sector are currently down over 20% from their 52-week intraday highs, which market analyst Mike Zaccardi flagged in an X post and Dow Jones Market Data confirmed. They could be considered in a bear market by some definitions.</p><p>Large semiconductor stocks have been hit especially hard. Shares of <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> have fallen 25% from their recent highs, while <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>’s stock is down 21% and <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a>’s stock is down 30%.</p><p>While the magnitude of the selloff may seem concerning, some analysts think it’s a natural progression following a big run-up. Investors may be looking to lock in some profits after an impressive second quarter, which saw the <a href=\"https://laohu8.com/S/SOX\">PHLX Semiconductor Index</a> achieverecord gains.</p><p style=\"text-align: start;\">“We’ve seen some broader profit-taking to start Q3 in July here across tech infrastructure — Tuesday had a pretty steep sell-off for chip equipment, for example,” Morningstar equity analyst William Kerwin told MarketWatch over email.</p><p style=\"text-align: start;\">He pointed out that over the past few quarters, tech stocks have come under pressure in the month following earnings, then rebounded leading up to the next report.</p><p>Memory and storage names kicked off the first half of 2026 on a blistering run, but they’ve since suffered a sudden and aggressive selloff from their late-June peaks. Shares of <a href=\"https://laohu8.com/S/STX\">Seagate</a> and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> have joined <a href=\"https://laohu8.com/S/SNDK\">Sandisk</a> and Micron in falling over 20% in the past couple of weeks. These historically cyclical businesses have been at the center of a heated debate as investors determine whether the AI boom will permanently increase demand for their products.</p><p style=\"text-align: start;\">Morningstar’s Kerwin also pointed to Samsung’s preliminary earnings earlier this week as a catalyst for the recent selloff. While Samsung reported a 19-fold increase in profits on a year-over-year basis, Kerwin said some investors expected more from the overall report.</p><p style=\"text-align: start;\">The release “could portend some deceleration of steep memory-price increases for the likes of Micron,” according to Kerwin.</p><p style=\"text-align: start;\">While spot price increases for dynamic random-access memory and NAND have moderated recently, Evercore analyst Amit Daryanani believes long-term hyperscaler agreements and contract pricing provide a better picture of the memory market. He believes long-term customer agreements will fundamentally improve revenue visibility and predictability for these companies.</p><p style=\"text-align: start;\">“We think that despite the near-term volatility, memory remains an attractive part of the tech ecosystem,” Daryanani said in a Wednesday note. “There is a logical element of profit-taking as investors trim winners ahead of the next earnings prints to reassess pricing durability and hyperscaler capex cadence.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1261432733.SGD":"Fidelity World A-ACC-SGD","TMSL":"T. 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Is it a temporary correction or a sign of a wider reset?A whopping 69% of stocks in the S&P 500 information-technology sector are currently down over 20% from their 52-week intraday highs, which market analyst Mike Zaccardi flagged in an X post and Dow Jones Market Data confirmed. They could be considered in a bear market by some definitions.Large semiconductor stocks have been hit especially hard. Shares of Micron Technology have fallen 25% from their recent highs, while Broadcom’s stock is down 21% and Marvell Technology’s stock is down 30%.While the magnitude of the selloff may seem concerning, some analysts think it’s a natural progression following a big run-up. Investors may be looking to lock in some profits after an impressive second quarter, which saw the PHLX Semiconductor Index achieverecord gains.“We’ve seen some broader profit-taking to start Q3 in July here across tech infrastructure — Tuesday had a pretty steep sell-off for chip equipment, for example,” Morningstar equity analyst William Kerwin told MarketWatch over email.He pointed out that over the past few quarters, tech stocks have come under pressure in the month following earnings, then rebounded leading up to the next report.Memory and storage names kicked off the first half of 2026 on a blistering run, but they’ve since suffered a sudden and aggressive selloff from their late-June peaks. Shares of Seagate and Western Digital have joined Sandisk and Micron in falling over 20% in the past couple of weeks. These historically cyclical businesses have been at the center of a heated debate as investors determine whether the AI boom will permanently increase demand for their products.Morningstar’s Kerwin also pointed to Samsung’s preliminary earnings earlier this week as a catalyst for the recent selloff. While Samsung reported a 19-fold increase in profits on a year-over-year basis, Kerwin said some investors expected more from the overall report.The release “could portend some deceleration of steep memory-price increases for the likes of Micron,” according to Kerwin.While spot price increases for dynamic random-access memory and NAND have moderated recently, Evercore analyst Amit Daryanani believes long-term hyperscaler agreements and contract pricing provide a better picture of the memory market. He believes long-term customer agreements will fundamentally improve revenue visibility and predictability for these companies.“We think that despite the near-term volatility, memory remains an attractive part of the tech ecosystem,” Daryanani said in a Wednesday note. “There is a logical element of profit-taking as investors trim winners ahead of the next earnings prints to reassess pricing durability and hyperscaler capex cadence.”","news_type":1,"symbols_score_info":{"AVS":0.6,"CGGO":0.6,"FCUS":0.6,"AIS":0.6,"TTEQ":0.6,"SHOC":0.6,"STX":1.88,"MRVU":0.6,"TDIV":0.6,"OPTZ":0.6,"EGGY":0.6,"FXL":0.6,"FTEC":0.6,"TMSL":0.6,"AVGW":0.6,"QQQG":0.6,"EMSF":0.6,"FDTX":0.6,"NULC":0.6,"AVGX":0.6,"LEGR":0.6,"SNDK":1.87,"AIQ":0.6,"SNDU":0.6,"MUD":0.6,"BAI":0.6,"GTEK":0.6,"SNXX":0.6,"VGT":0.6,"MULL":0.6,"SCHA":0.6,"COWG":0.6,"AVGG":0.6,"SCHM":0.6,"AIFD":0.6,"MVLL":0.6,"DTCR":0.6,"MUU":0.6,"QQQA":0.6,"FAI":0.6,"RULE":0.6,"SNDC":0.6,"CNEQ":0.6,"USXF":0.6,"AVGU":0.6,"WDC":1.88,"AVL":0.6,"MU":1.96,"WLDR":0.6,"AVGO":1.9,"IETC":0.6,"WUGI":0.6,"EFIV":0.6,"MRVL":1.9,"TRFK":0.6,"XNTK":0.6,"TEK":0.6,"CIBR":0.6,"CGDG":0.6,"WDCX":0.6,"SNDG":0.6,"SPTE":0.6,"SNDQ":0.6,"JGRO":0.6,"FSMD":0.6,"IXN":0.6}},"isVote":1,"tweetType":1,"viewCount":7,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":74,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}