ChipsSeeking Alphaabout 3 hours ago
The Chip Stocks That Will Crack First
1 min read
Friday marked the worst Nasdaq sell-off since Liberation Day, with over $1 trillion in chip losses. Micron is most vulnerable at 40x trailing earnings with NAND prices near six-year lows. Intel trades at 94x forward P/E with $3 billion in twelve-month losses. Government share-buying is not a reliable floor.
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