Source Post

The creator discusses the current market sell-off, advising against buying the dip in semiconductor stocks...

Jul 28, 2026

The creator discusses the current market sell-off, advising against buying the dip in semiconductor stocks (semis) like Intel, TSM, and ASML due to broken price action, despite potentially good fundamentals. They emphasize the importance of technical analysis and waiting for confirmations before investing.

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Tickers discussed in this post

ASMLNeutralMedium ConvictionSignal-backedSecondary

ASML is cited as a semiconductor stock that failed to maintain price levels after beating earnings.

TSMNeutralMedium ConvictionSignal-backedSecondary

TSMC is cited as a semiconductor stock that failed to maintain price levels after beating earnings.

INTCNeutralMedium ConvictionSignal-backedSecondary

Intel is mentioned as a semiconductor stock that failed to hold gains despite beating earnings expectations.

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