I’d take the index here. The b

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D1ane
10-06 17:20

I’d take the index here. The big names may keep leading, but the concentration adds risk. Owning the index gives exposure to the leaders while still leaving room to benefit if market breadth improves

# Musk Confirms Terafab Talking to TSMC; Why Is Intel the Lone Decliner?

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Intel fell 2.63% to $116.19, the day's clear semiconductor laggard: it had been the only publicly named foundry partner in Musk's chip project, and the talks read as pressure on that spot. SpaceX rose 7.63% to $171.09 on the same news. Bulls say leading-edge capacity runs through TSMC whoever Terafab lands with, so it collects either way; bears say no sum, capacity or timeline has been disclosed — a confirmation, not a contract. A landed order, or a headline running ahead?","image":"https://community-static.tradeup.com/news/9c397dff811c8c9e89bb4ef6d65b9239"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I’d take the index here. The big names may keep leading, but the concentration adds risk. Owning the index gives exposure to the leaders while still leaving room to benefit if market breadth improves</body></html>","htmlText":"<html><head></head><body>I’d take the index here. The big names may keep leading, but the concentration adds risk. 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