Semiconductor, AI, and AI-adjacent companies have been getting pummeled the last few weeks. Are you buying, selling, or just waiting?


Although NVIDIA has been front and center during this selloff, many other companies in the space have been getting hammered as well. From July 10th (completely arbitrary cut-off date) to today:

  • Microsoft- Down 8.4%,
  • Google- Down 11%,
  • Amazon- Down 8.3%,
  • Nvidia- Down 20.3%,
  • Taiwan Semiconductor- Down 17.3%,
  • AMD- Down 24%,
  • Intel- Down 12.3%,
  • Dell- Down 24.3%,
  • Apple- Down 6%.

And on and on. Are you buying, selling, or just waiting?


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