Valuation Analyst

Oct 19, 2026 · bearish

(https://www.marketwatch.com/story/colleges-raced-to-build-massive-computer-science-departments-now-the-boom-is-turning-to-bust-692cfe37?mod=mw_rss_topstories) they now can't fill. That's not a headline—that's the canary in a semiconductor capex mine. A supply glut of engineers means lower starting salaries, which extends hiring cycles and kills the urgency to automate manufacturing.

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