BREAKING
UBS: AI, Chip Selloff Near Its End
0
%
exposure cut
From June Warning to Buy Call
1
June: risk warning
↓
2
Steep chip selloff
↓
3
July: rebuild positions
0
x
forward P/E
0
%
upside seen
Bulls vs Skeptics on the Dip
Constructive
UBS
●
Positioning-led reset
●
Robust AI demand
●
Buy scarce chokepoints
Skeptics
●
Same desk warned weeks ago
●
Capex questions linger
●
Demand may disappoint
A Read on Flows, Not a Forecast
AI NEWS BLITZ
UBS's trading desk tells clients the AI and chip selloff may be near its end.