sox

Майкл Бьюрри заявил, что AI-бум 2026 года повторяет сценарий пузыря доткомов, указывая на иррациональный рост индекса полупроводников SOX на 65% с начала года и игнорирование рынком негативных макроданных.

Сравнение текущей динамики чипмейкеров с 1999-2000 годами сигнализирует о достижении фазы «вертикального ускорения», после которой исторически следует обвал на 40-60%, что требует от инвесторов фиксации прибыли в акциях Nvidia и AMD и перехода в защитные активы (золото, кэш)

#MichaelBurry #AIBubble #SOX #MarketCrash #Nvidia

📈 Historic Rally in US Semiconductor Stocks

The Semiconductor Index, $SOX, has surged for 14 consecutive trading sessions, marking the second-longest winning streak in its history. The index is poised to surpass its record 15-day streak set in 2014.

During this run, $SOX has gained +34.4%, representing the strongest 14-day performance since 2002. The semiconductor index relative to the S&P 500 has reached 1.35, an all-time high.

This ratio is now 42% above the peak of 0.95 seen during the 2000 Dot-Com Bubble. Semiconductor stocks are experiencing a significant surge.

#SOX #BTC #Binance #StrategyBTCPurchase #WIF

📈 Historic Rally in US Semiconductor Stocks

The Semiconductor Index, #SOX has surged for 14 consecutive trading sessions, marking the second-longest winning streak in its history. The index is poised to surpass its record 15-day streak set in 2014.

During this run, $SOX has gained +34.4%, representing the strongest 14-day performance since 2002. The semiconductor index relative to the S&P 500 has reached 1.35, an all-time high.

This ratio is now 42% above the peak of 0.95 seen during the 2000 Dot-Com Bubble. Semiconductor stocks are experiencing a significant surge.