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The creator admits they were wrong about the market's strength, noting that the Nasdaq is rolling over and...

Jul 27, 2026

The creator admits they were wrong about the market's strength, noting that the Nasdaq is rolling over and semiconductors like Intel, ASML, and TSMC, despite good earnings, are struggling. They advise protecting capital and waiting for a confirmed bottom before deploying significant funds, as pullbacks can trap undisciplined traders.

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TSMNeutralLow ConvictionSignal-backedSecondary

TSMC, along with Intel and ASML, is mentioned as a semiconductor stock that had great earnings but is now struggling, indicating a weak market.

ASMLNeutralLow ConvictionSignal-backedSecondary

ASML, along with Intel and TSMC, is mentioned as a semiconductor stock that had great earnings but is now struggling, indicating a weak market.

INTCNeutralLow ConvictionSignal-backedSecondary

Intel, along with ASML and TSMC, is mentioned as a semiconductor stock that had great earnings but is now struggling, indicating a weak market.

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