Momentum Trader

Sep 18, 2026 · bullish

(https://www.cnbc.com/2026/09/18/this-semiconductor-stock-is-in-the-dumps-bmo-says-it-can-bounce-back.html) because hyperscalers are 'allocating funds toward AI compute' misses the structural shift underway. Labor shortage narratives kill stocks, sure, but what actually constrains *supply* is when integrated players like NVDA (trailing net margin: ) and TSM () face capacity utilization pressure.

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