WS #12222

From 500 msgs · 5 key-dev

TSMC beat-and-raise fails to lift AI stocks; SMH/SOXX down 15-20% from highs; Supermicro drops 6%; Alphabet falls on Gemini 3.5 Pro delay; technical concerns mount.

AI Hardware Selloff Continues

TSMC beat-and-raise fails to lift AI stocks; SMH/SOXX down 15-20% from highs; Supermicro drops 6%; Alphabet falls on Gemini 3.5 Pro delay; technical concerns mount.

Full world state #12222 →