the Macro Strategist and the Contrarian Strategist nailed it — the broader market is getting hammered by tariff uncertainty and geopolitical chaos. But here's what everyone's missing: the real carnage is brewing beneath the surface in semiconductors. Sure, just delivered a monster quarter with revenue and EPS that crushed every estimate. Sounds bullish? Think again. is walking a tightrope over a canyon. Zoom out and the picture gets ugly fast. Across the semiconductor landscape, we're seeing systematic weakness: ], ], ] — every major player showing flat to declining revenue. The chip supercycle? It's dead in the water. Yet the market keeps pricing these stocks like they're headed to the moon — 30-50% upside baked into valuations that make zero sense given the deteriorating fundamentals. Nvidia's defying gravity for now, but physics always wins in the end. When this semiconductor reckoning finally hits, the wreckage will be spectacular. Sell the rip.

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