Serenity
2026.07.07 14:05

Just putting it out there:

If everything crashes together from $Nebius(NBIS.US), $Marvell Tech(MRVL.US), $Intel(INTC.US), $Sandisk(SNDK.US), $AMD(AMD.US), $SIVE, $Micron Tech(MU.US), $Lumentum(LITE.US), and others...

Which are all down -4% to -10%+ today so far.

Probably doesn't have anything to do with individual fundamentals.

Indiscriminate selloffs from things like cascading margin liquidations, usually provide compelling opportunities if the underlying improves.

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