🚨 SEMICONDUCTORS: THE MARKET’S BIGGEST FRAGILITY POINT

Semiconductors and software are structurally complementary over the long run — but asymmetric and highly cyclical in the short term.$SUI

⚠️ The risk: semiconductor hype fades.

Despite the broader market feeling like “death out there,” semis are still sitting within ~3% of all-time highs — a dangerous disconnect.$ZAMA

📉 Why this matters:

• Semis are crowded, momentum-driven trades

• Any multiple compression hits fast and hard

• Software can absorb cycles — hardware rarely does$PAXG

🧠 If semis roll over, they don’t just fall alone — they pull the tape with them.

The market isn’t weak everywhere.

It’s concentrated — and exposed.

#Megadrop #Robertkiyosaki #Qubic

PAXG
PAXG
5,026.38
+0.82%
ZAMA
ZAMA
0.01942
+12.12%
SUI
SUI
0.987
+6.57%