$MX 0.30 Weak

Notable posts

• @BULLOFBRITAIN 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

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• @TENETTRADEGROUP neutral 21 eng

  Tenet Pre-Market Movers September.21.26 $GRML $CRML $NUAI $MX $CUE $ALKS $WBD $USAR $COIN $HUT $HOOD $ACN $GLW $CRDO $CIFR $NVTS $SMTC $COHR $GMTL $META $MU $NVO $HPQ @ripster47 | @tenet_research | @TenetCharts https://t.co/OxdoQHdu5O

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