Source Post

AMD, Micron, Nvidia - Prices Fall As 48 Hour Countdown Begins

Sep 28, 2026

The creator discusses the recent downturn in AI and semiconductor stocks, with the exception of Nvidia. They highlight Micron's upcoming earnings and potential buying opportunities amidst the market dip. The video also touches on Nvidia's stock buyback program and new AI safety platform as reasons for its resilience.

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Tickers discussed in this post

SKHYNeutralLow ConvictionResearch Only

SK Hynix approached a key point of resistance (previous all-time high), got rejected, and is now rolling over slightly.

AMZNNeutralLow ConvictionResearch Only

Amazon is in the red, along with other hyperscalers, indicating broad market weakness.

MSFTNeutralLow ConvictionResearch Only

Microsoft is in the red, along with other hyperscalers, indicating broad market weakness.

CRMNeutralLow ConvictionResearch Only

Salesforce is down, indicating a broader market weakness.

SNDKNeutralLow ConvictionResearch Only

SanDisk is down, extending the decline into computer hardware.

INTCNeutralLow ConvictionResearch Only

Intel is down 6% as part of the broader market weakness in the semiconductor sector.

NVDANeutralMedium ConvictionSignal-backedPrimary

Nvidia is performing well due to a $150 billion stock buyback increase and the launch of an open agent safety platform.

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