Jul. 1 at 7:46 PM
Rough day for my international AI/chip names.
$KXIAY -10.24%
$ATEYY -9.24%
$TOELY -7.14%
$ASML -6.95%
$TSM -6.16%
Looks like traders took profits across AI and semiconductor names after an incredible run. Between AI sentiment cooling, Japan macro headlines, and a little risk-off trading, it didn't take much to spark a selloff. I don't see anything here that changes the long-term AI infrastructure story. Thoughts?