BREAKING
SOX Posts Best Quarter Ever
0
%
SOX Q2 low
0
%
SOX Q2 high
0
%
SOX YTD
Chips Beat the Broad Market
SOX
84
Nasdaq 100
26
S&P 500
14
0
%
Micron YTD
0
%
SanDisk YTD
0
B
HBM TAM by 2028
Bubble or Structural Shift
Structural Shift
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HBM sold out through 2026
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Hyperscaler capex keeps flowing
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Memory firms as true winners
Bubble Risk
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Quarter-end chip-wreck sell-off
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Re-rating risk if capex slows
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Leadership shift seen as likely
Watching AI Demand Durability
AI NEWS BLITZ
The Philadelphia Semiconductor Index just logged its strongest quarter on record.