Hello,
I am long AMD, NVDA and QCOM and I am down. Semiconductors stocks are getting hit for the past few weeks due to downgrades and the increased risk of consumer demand decreasing. There is many bearish articles and some CNBC contributors are betting against them. TSM dropped 3% even after good earning report and raising guidance, which is not good sign. I am worried that AMD and NVDA will get hit after their next ER.
Where do you see semiconductors stocks in the next 6 months?
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