---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000773976.md"
description: "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."
datetime: "2026-07-02T19:16:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000773976.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000773976.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000773976.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# Always a fun time seeing semi markets crash from B…


### Related Stocks

- [META.US](https://longbridge.com/en/quote/META.US.md)
- [GLW.US](https://longbridge.com/en/quote/GLW.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [UBS.US](https://longbridge.com/en/quote/UBS.US.md)
- [AEHR.US](https://longbridge.com/en/quote/AEHR.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [SIVEF.US](https://longbridge.com/en/quote/SIVEF.US.md)
- [TER.US](https://longbridge.com/en/quote/TER.US.md)

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