$MX 0.51 Developing
- Date
- Jun 9, 2026
- Mentions
- 1
- Unique authors
- 1
- Sector
- semiconductors
- Stance
- bearish
- On card
- no
Sentiment history
bullish
neutral
mixed
bearish
line = signal
dashed = price
No sentiment history available for $MX yet.
Sentiment
bearish 1
Notable posts
-
bearish 498 eng
The semiconductor thesis may be broken, proceed with caution. Based on a Semianalysis report. > CPO and 800V will be delayed till 2028/29 a huge pushback in the system. > 400V will ramp as planned. > NPO potentially accelerating. This is a big break in the thesis if true. They specifically name caution in investing in companies such as $LITE, $HIMX $NVTS $WOLF Best 400V exposure > $APH > $VRT > $MX > $MPWR Best NPO > $SMTC > $MTSI > $AVGO > $AAOI Copper > $CRDO
view on X →
Only one day of history so far — the signal arc fills in as the daily job runs.