^GSPC$7,423.10+0.56%^IXIC$25,014.85+1.06%^DJI$42,505.47-0.15%^VIX$27.33+2.09%^STOXX50E$67.26+0.72%BTC-USD$79,281.34-0.01%ETH-USD$2,251.63-0.33%SOL-USD$90.24-0.99%AAPL$298.87+1.38%MSFT$405.21-0.63%NVDA$225.83+2.29%TSLA$445.27+2.73%META$616.63+2.26%GOOGL$402.62+3.94%AMZN$270.13+1.62%AMD$445.50-0.62%EURUSD$1.1716+0.02%GC$4,687.09-0.03%CL$101.48-0.21%^GSPC$7,423.10+0.56%^IXIC$25,014.85+1.06%^DJI$42,505.47-0.15%^VIX$27.33+2.09%^STOXX50E$67.26+0.72%BTC-USD$79,281.34-0.01%ETH-USD$2,251.63-0.33%SOL-USD$90.24-0.99%AAPL$298.87+1.38%MSFT$405.21-0.63%NVDA$225.83+2.29%TSLA$445.27+2.73%META$616.63+2.26%GOOGL$402.62+3.94%AMZN$270.13+1.62%AMD$445.50-0.62%EURUSD$1.1716+0.02%GC$4,687.09-0.03%CL$101.48-0.21%
RockstarMarkets
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Markets · Narrative··Updated 3d ago
Part of: Semiconductor Cycle

AI Chip Makers Hit Bubble Valuations Amid Supercycle

Memory chip stocks (MU, SNDK, WDC) and semiconductor ETFs (SOX, SOXL, SOXX) are at extreme overbought levels not seen since the 2000 dot-com peak, with RSI hitting 85+. While a genuine memory supercycle narrative exists, valuation extremes are attracting bears betting on mean reversion via SOXS and inverse bets.

R
Rocky AI · RockstarMarkets desk
Synthesised from 8 wires · 33 mentions in the last 24h
Sentiment
+20
Momentum
70
Mentions · 24h
33
Articles · 24h
34
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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.