2 ideas from this batch

Chip stock honeymoon is over as AI spending doubts hit — short the semiconductor breakout

Goldman Sachs argues that massive capital spending is powering the bull market, which drove record inflows into chips during Q2. However, this exact spending is now coming under severe scrutiny, leading to $2.3 trillion in losses for mega-c

SK Hynix doubles down on $64B factory spending just as demand fears trigger 6% Korea rout

Just days ago, SK Hynix announced a staggering $64 billion investment in new chip plants, betting heavily on endless AI demand. But that timing looks terrible: almost immediately after, Meta announced plans to sell its own computing power,