Always a fun time seeing semi markets crash from Bloomberg report framing once again…
UBS analyst on $Meta Platforms(META.US) report: “this is not new news”.Regardless:$Aehr Test(AEHR.US) down -18.3%$Applied Optoelectronics(AAOI.US) down -17.13%$SIVERS SEMICONDUCTORS AB(SIVEF.US) down -15.4%$Sandisk(SNDK.US) down -14.8%$Teradyne(TER.US) down -13.8%$Corning(GLW.US) down -11.4%$Marvell Tech(MRVL.US) down -11.2%$Lumentum(LITE.US) down -10.2%$Nebius(NBIS.US) down -7.8%Getting PTSD from Bloombert’s previous misleading report on AMD/Nvidia global export controls earlier this year that crashed semi stocks.FYI: Meta doesn’t randomly buy $48B+ worth of neocoud contracts if they overbuilt capacity and can cut capex…Markets are stupid sometimes.
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