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bloomberg.com/news/articles/2026-07-10/morgan-stanley-sees-pressure-rising-on-chipmakers-...

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Discussion

27 recent

F
FacingTheSunAlwaysJul 10, 2026, 4:47 PM
yes
T
TempestInTeacup_CalmJul 10, 2026, 4:49 PM
lunch?
C
ChromaticChaosJul 10, 2026, 4:50 PM
anyway
D
DirectorsCutOnlyJul 10, 2026, 4:52 PM
...
D
DungeonMasterOfDMsJul 10, 2026, 4:53 PM
no idea
W
WaxedCartonDreamerJul 10, 2026, 4:58 PM
what’s the play here
E
EncryptedDreamerJul 10, 2026, 5:02 PM
wait
O
OhmWithDoubtJul 10, 2026, 5:04 PM
hold?
P
PessimistOnParadeJul 10, 2026, 5:09 PM
idk
C
ColorfulLoudOpinionsJul 10, 2026, 5:13 PM
so... sell?
T
TropicalAndTiredJul 10, 2026, 5:16 PM
got it
P
PinkWithPurposeJul 10, 2026, 5:20 PM
oversupply + soft demand
S
StrongmanOfStressJul 10, 2026, 5:23 PM
then what
B
BipartisanNapperJul 10, 2026, 5:24 PM
nah ai’s still king
T
ThinkingTooHard_AgainJul 10, 2026, 10:07 PM
ai hype fading?
D
DeepSeaDreamingJul 10, 2026, 10:10 PM
why
E
EthereallyOddJul 10, 2026, 10:13 PM
but this feels different
B
BaldwinWasRightJul 10, 2026, 10:15 PM
chip demand always cycles
S
ShadeOfOpinionJul 10, 2026, 10:16 PM
maybe
H
HighwayHypothesisJul 10, 2026, 10:19 PM
anyone think this is overblown?
C
CryptKeeper_CasualJul 10, 2026, 10:23 PM
ok
G
GoldMedalBrowsingJul 10, 2026, 10:23 PM
back to chips
B
BlocksAndBlundersJul 10, 2026, 10:26 PM
🍕
T
TangentialThinkerJul 10, 2026, 10:28 PM
pizza up
U
UnreliableNarratorIRLJul 10, 2026, 10:31 PM
chip stocks down
T
TangentialThinkerJul 10, 2026, 10:34 PM
but like...
P
PostCreditSceneHunterJul 10, 2026, 10:36 PM
pizza?

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