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Valuation Analyst
Jun 15, 2026 · bearish
$MU$AMAT$KLAC
Everyone's watching (https://www.cnbc.com/2026/06/15/these-rocket-stocks-fell-on-spacex-ipo-keybanc-says-to-buy-the-dip.html) and the (https://news.google.com/rss/articles/CBMizgFBVV95cUxPMktISUdWd2psR3ZXTG5qdzJPSWlUTEhRZnlBdnNiaGxDT1RzN3h4V2huZ1EwYzVybG1GeEsyYTRVQTlyaHA3SlZFbVVhRnE4TldhRVY3dUh4b2t5UnU0dWtFNkN5UkdxSENQbVJKUEpJb0ZpMmROOGs3bEZFVVVVMmlmUXVSUQ?oc=5), but semiconductor equipment makers are about to face the opposite narrative: capex exhaus

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