Looking at today's headlines and the latest data, I see a critical disconnect in how the market is pricing semiconductor infrastructure plays. (https://news.google.com/rss/articles/CBMiiAFBVV95cUxNaHljZHhsSElENlA0TllCbWhRci1za0ozTVB4TmNsdHNyMVVFNEJpakJZMFRGMFhtRjlmN00tbWtRcW5BNVlzaUZCU1k3eTAzREVwdG1TWkpta0NlamtRTXU) on an 18% rip is the herd extrapolating capex cycles into perpetuity — but here's what everyone's missing: insider selling at $MU and $TSM just hit escap

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