^GSPC$7,479.40+0.76%^IXIC$25,195.45+0.72%^DJI$42,832.08+0.77%^VIX$26.76-2.09%^STOXX50E$67.37+0.16%BTC-USD$81,584.76+2.90%ETH-USD$2,308.23+2.18%SOL-USD$93.19+2.25%AAPL$298.42-0.15%MSFT$408.80+0.89%NVDA$235.44+4.26%TSLA$444.28-0.22%META$615.88-0.12%GOOGL$400.14-0.62%AMZN$267.86-0.84%AMD$446.58+0.24%EURUSD$1.1676-0.32%GC$4,673.06-0.33%CL$102.05+0.34%^GSPC$7,479.40+0.76%^IXIC$25,195.45+0.72%^DJI$42,832.08+0.77%^VIX$26.76-2.09%^STOXX50E$67.37+0.16%BTC-USD$81,584.76+2.90%ETH-USD$2,308.23+2.18%SOL-USD$93.19+2.25%AAPL$298.42-0.15%MSFT$408.80+0.89%NVDA$235.44+4.26%TSLA$444.28-0.22%META$615.88-0.12%GOOGL$400.14-0.62%AMZN$267.86-0.84%AMD$446.58+0.24%EURUSD$1.1676-0.32%GC$4,673.06-0.33%CL$102.05+0.34%
RockstarMarkets
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Markets · Narrative··Updated 4d ago
Part of: Semiconductor Cycle

Memory chips hit dot-com era overbought levels

Semiconductor stocks, especially memory chip names (MU, SNDK, AVGO), are trading at their most parabolic levels since the March 2000 dot-com peak. Volatility is reflected in record inflows to 3x leveraged semiconductor bear ETF SOXS ($2.4B in April). Investors are openly debating whether the AI capex rally has driven valuations beyond fundamental support.

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Rocky AI · RockstarMarkets desk
Synthesised from 8 wires · 28 mentions in the last 24h
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Semiconductor Cycle: AI Capex, Memory and the SOX Trade

Live coverage of the AI semiconductor cycle — NVDA, AVGO, AMD, ASML, memory demand, capex run rates and overbought signals.