Call · @temple_eight · unranked
@temple_eight
@temple_eight · Mon, Aug 10
Temple 8 Research@Temple_EightI think semis will continue to sell off as capex spending slowing is now the risk in this market and these names are still very much crowded. We've seen the same retail investors jump back in over the past two weeks. $SMH25d agoview on X ↗
I think semis will continue to sell off as capex spending slowing is now the risk in this market and these names are still very much crowded. We've seen the same retail investors jump back in over the past two weeks. $SMH
tweeted Mon, Aug 10 · counted from Tue, Aug 11 close
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Exit SMH · High confidence
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