The semiconductor sector is getting absolutely demolished which points to something beyond just general market anxiety
This is specific fear about the chip supply chain, export restrictions, or demand outlook and it's hitting the entire stack from equipment makers to the chips themselves to the companies that run on them.
What's your read? Is this a buying opportunity or the start of something uglier?
🇺🇸🇮🇷🇱🇧 The first paragraph of the Islamabad Memorandum explicitly states the immediate and permanent end to all military operations, including in Lebanon, and a commitment to never use force against each other.
Given Trump’s threats today, I don’t think he remembers that he himself signed that MoU...