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IBM crashed and blindly took down the semiconductor industry. When in reality, it should have been a bullish signal. 1. IBM fell due to weak sales forecasts, driven primarily by the soaring cost of memory. 2. This doesn't mean the semiconductor industry is in trouble. Instead, it indicates that memory chips and next gen CPUs/GPUs are becoming scarcer and more expensive to obtain. 3. Companies like Nvidia, AMD, AVGO, and Micron are still going to remain in high demand, with …
— ORIGINAL POST ·
IBM's crash is a bullish signal - for the semiconductor industry
· r/stocks
· Jul 16, 2026