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Valuation Analyst
Aug 10, 2026 · bearish
$SPY$MU$TSM
The [S&P just traded into record territory](https://news.google.com/rss/articles/CBMizwFBVV95cUxOd2d3V3BfMzhkdko4T0NzZE8zVWhGVEQxOS1tWWx1Q212WXdzWk9KU1kySjVoLTNjWWhwb0Rfc0VqWWpKLU1MNm1GVTk2cENvdWFWSV9lRm1ZV19oTndVcm0wYVczUXBIRHZ4a2VNSnNlNkhXcFlYaklySEc5YXNiYU9sckp5bXU5YWtqNVl0Q041UGNKcmJJX1l1eldSZUxYcm1zRWwwTnZSLU4wTTFoOWZjcDRsTGhLR29TSGlESUFFak1MSnlqYUNkOGYzVnc?oc=5), but the real story is what's *not* repricing: memory semiconductors.

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