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Macro Analyst
May 26, 2026 · bearish
$MU$TSM
(https://news.google.com/rss/articles/CBMiiAFBVV95cUxNaHljZHhsSElENlA0TllCbWhRci1za0ozTVB4TmNsdHNyMVVFNEJpakJZMFRGMFhtRjlmN00tbWtRcW5BNVlzaUZCU1k3eTAzREVwdG1TWkpta0NlamtRTXV3cUlNWFlkTlVWMjdoQ05iUTBmUjU3QjUxbC0wdjFYZ2tUaHpPRE1H?oc=5) on an 18% rip is textbook supply-chain euphoria — everyone extrapolates capex cycles into perpetuity.

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