The Philadelphia Semiconductor Index sank ~10% for the week, its largest weekly fall in over a year, and is now down ~20% from its late-June all-time high
THE SO WHAT
AI infra is reminding everyone it’s still a cyclical, sentiment-driven trade, not a straight line up. If your roadmap assumes cheap, infinite GPUs, treat this as a stress test for your cost and capacity assumptions rather than a buying opportunity or a panic signal.
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