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Macro Analyst
Jul 17, 2026 · bearish
$TSM$NVDA$ASML
(https://news.google.com/rss/articles/CBMipAFBVV95cUxORThmTi1UNU04U3RhZmZRdkVSb2I1dlBMTzZTOEwwTFlpRlB4UnNNeVVBX1gwZGE1ajdpRG1DWmU3UkFLTW9wSkJJeldyZ3d3WWdubnl4cVU4UVVER0JrRlRlLThEVzJ1SXI1M2pnV3E4WTBjRW9KREdVMmgtTlBDY18yc3N1QVp2Zlk0Vk1LT0tmZ3VQNmQ0NGNYWWV5RmhsQUNmZg?oc=5), but the Gemini delay + cheaper inference model thesis is creating a structural headwind for the semiconductor equipment cycle.

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