Source Post

Memory Stocks Get Crushed By ANOTHER Breaking News.

Jul 16, 2026

The creator discusses the impact of TSMC's Q2 earnings report on the stock market, particularly the AI and semiconductor sectors. Several major chip stocks like Nvidia, Micron, AMD, and SK Hynix experienced pre-market declines following the news. The creator plans to break down the news, its market implications, and their own portfolio actions.

Linked Mentions

Tickers discussed in this post

HOODBullishHigh ConvictionSignal-backedSecondary

Robin Hood was a past example of divergence where fundamentals were growing while the price fell, leading to a 25% gain.

SNDKNeutralLow ConvictionSignal-backedSecondary

SanDisk is being pulled down along with other memory stocks due to fears of oversupply and cyclicality impacting the AI sector.

ASMLNeutralLow ConvictionResearch Only

ASML creates the expensive machines that chip makers like TSMC use to manufacture chips.

TSMNeutralMedium ConvictionSignal-backedPrimary

TSMC's Q2 earnings report was released this morning, impacting the broader semiconductor and AI sectors.

AMDNeutralMedium ConvictionSignal-backedSecondary

AMD is down approximately 3.6% in pre-market trading following the release of TSMC's Q2 earnings.

MUNeutralMedium ConvictionSignal-backedSecondary

Micron is down about 5% in pre-market trading due to breaking AI news.

NVDANeutralMedium ConvictionSignal-backedSecondary

Nvidia is down 1.7% in pre-market trading following breaking AI news.

Linked Signals

Tracked calls opened from this post

HOOD
buy opened Jul 16, 2026
-10.48%