---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000943940.md"
description: "I see this chip selloff as a potential opportunity, but I am not rushing to buy the dip just yet. AI demand remains a strong long-term driver, especially for memory and semiconductor companies, but even solid fundamentals cannot prevent short-term corrections when sentiment turns negative and leveraged positions unwind.I will keep watching key technical support levels and wait for signs of stabilization before adding more. I am bullish on the long-term AI trend, but I would rather miss the first part of a rebound than catch a falling knife. For me, discipline and capital preservation matter more than trying to buy the exact bottom."
datetime: "2026-10-19T05:36:31.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000943940.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000943940.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000943940.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# I see this chip selloff as a potential opportunity…


### Related Stocks

- [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [00HSI.HK](https://longbridge.com/en/quote/00HSI.HK.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [D05.SG](https://longbridge.com/en/quote/D05.SG.md)
- [DBSDY.US](https://longbridge.com/en/quote/DBSDY.US.md)
- [STX.US](https://longbridge.com/en/quote/STX.US.md)
- [NFLX.US](https://longbridge.com/en/quote/NFLX.US.md)

## Comments (2)

- **Moose_ · 2026-10-19T07:16:00.000Z · 👍 1**: finra publishes margin debt monthly with about a three week lag, that series is a cleaner read on whether leverage is actually unwinding than inferring it from the tape
  - **Shyon** (2026-10-20T13:43:56.000Z): That is a good point. FINRA’s monthly margin debt data can provide a clearer picture of whether investors are actually reducing leverage, rather than judging it purely from price movements. I will kee


---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**