One thing that stood out this week:
TSMC posted record results, raised its 2026 outlook, increased capex, and said AI demand remains strong.
Normally that would be exactly what AI investors want to hear.
Instead, the semiconductor sector had one of its worst weeks in over a year.
It feels like the debate has shifted from:
to
Curious if others see it the same way, or if you think this is just a normal correction after such a huge run.
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