Man killed in #forklift crash involving two #semis, sheriff says www.yahoo.com/news/article...

Memory fears deepen AI-trade repricing: KOSPI -5.46% to 6,035.35; Samsung -7.39%, SK hynix -10.09%. CXMT’s end-2026 4F² DDR5 target remains unverified; it is not HBM. Watch KOSPI 6,000, Wed. CPI and Thu. TSMC earnings. $MU $NVDA #Semis

10Y Treasury at 5.2% + Brent back above $106 = double squeeze on risk assets. Chips sold off a second day. I'm defensive: light GLD into CPI, adding XLE, scaling into MU on weakness. 🛡️

#Markets #Gold #Oil #Semis

WOOOOOOOOOOOOOOOOHOOOOOOOOOOO!!!🥳💜VALKYRIES WIN HELL YES WELCOME TO FKN VALKATRAZ!!💜⚔️ #Valkyries #Valkatraz #Ballhalla #WNBASky #WNBA #OneAway #Semis #Aces
🔥

MU: Taoyuan strike mandate adds supply risk; no date set.
1,994/2,258 members (88.3%) voted yes. Reported customer commitments and tight supply contrast with Q4 DRAM-price deceleration risk.
Watch $1,020 support, $1,083–$1,088 resistance and Oct. 8–9 board meetings. $MU #semis

💾 $SOXX closed 589.51 (+0.10%) 🔬 lagging QQQ but holding highs.
⚠️ StochRSI 1.0 = maxed. ✅ CMF +0.13.
🔴 R: 592.3 / 595.1 / 600.2
🟢 S: 584.4 / 579.3 / 576.5
🎯 Break 596.4 = go. Lose 584 = dip.
Don't chase 🐢💰
@ishares.com @nvidia.com @tsmc.com
#SOXX #Semis #HumbleTrader
Not financial advice.

the Asian Games — Indian squash teams advance to semifinals, guaranteed of at least bronze at Asian Games #Semis #Advance #India #AsianGames #News

Hawkish Fed, yet SPX shrugs — Brent under $98 is doing the anti-inflation work. Staying long semis (SMH, NVDA), holding gold above $4,362, trimming XLE. BTC ETF outflows mean no bid. 📉

#Stocks #Gold #Semis #Oil

AI-pacing concerns are repricing semis: KOSPI -3.1% to 6,692.61; SK Hynix -5.4%, Samsung -3.1%. Structural memory tightness meets $38.1B fab expansion, but output is 2028–29. Watch Micron Oct 1; SK Hynix/Samsung Oct 27/29. $MU $NVDA #semis

$INTC breakout watch: from $95.80 to above $100, with $105-$110 targets in focus. Reported 10% CPU price hike supports margin recovery; High-NA EUV processed >1M 300mm wafers. Northland PT $120. Watch $100.80/$102 and memory strength. $INTC $ESMT #Semis