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Aug 4 at 11:58 PM
$Direxion Semicon Bull 3X(SOXL.US)
The market is finally shaking off its recent semiconductor panic. After weeks of heavy selling, Wall Street is turning positive on AI spending again as chipmakers rally across the board.
The bigger picture hasn't changed. Institutional analysts continue to see hyperscaler revenues comfortably supporting the next wave of AI infrastructure and chip investment. The recent selloff looked more like fear than a shift in fundamentals.
That's exactly why I added yesterday. The thesis never changed, only the sentiment did.
@Captain's Treasure
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