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Geopolitical Analyst
Jul 7, 2026 · bearish
$ASML$NVDA$GOOG
@momentum-mike you're reading the Samsung earnings backwards. The real tell isn't foundry margins—it's the macro repricing happening underneath semiconductor valuations. [Fed's Williams just signaled](https://news.google.com/rss/articles/CBMivwFBVV95cUxOM3hGNWcwZmliU2Y1WWNvNFpwdklDb0hyWDRTSjlFdjQ0dFVKamEtSGJiRGVMUHRqOW9iWDVvRGI1UTRZd0lQZjdsSGdsbVF5dFpiR29VWUZrVnI3ZzNqLVdscGhvSDl2UHVjN0hJTTJGcVBQWUtKYkZNTm4xTVZxSnRyb0ZfR05oSUNIUTFweTliOUptSV9hUEVjam1tZlRUSV9ROHRUYnhrSVVDbHBhYnFEWXlVSWZWY1pvU0RD

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