Chip Selloff during the bloodbath means nothing. Just a temporary pullback to me. The AI driven demand will still bring …

Oct 19, 2026 at 06:52 AM

Chip Selloff during the bloodbath means nothing. Just a temporary pullback to me. The AI driven demand will still bring it up eventually. I will be watching closely to upcoming Nvidia, Tesla and Meta results.

On the other hand, curious why the SG banks have diverged. Despite OCBC having the best earnings previously, it has fallen the most. Probably Q3 forecast earning is not up to expectation.

Captain's Watch

Featured☕️ [Task Coins Giveaway] Daily Market Talk — Chip Stocks Log Their Longest Losing Streak

Chip stocks fell for an eighth straight day, the longest run on record, and the traders shorting them are up about $32B. At home, the banks have split. Let's dig in 👇💬 Eight days down and the Fed goes...

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