Michael Burry betting AGAINST semiconductors 😳 soxx investing bearish [QwcPZ0zu2JG]
SOXX just posted its longest winning streak ever - 18 straight green sessions and a 42% gain in under four weeks - before snapping today on Michael Burry's fresh put disclosure. Three forces drove this rally: Iran ceasefire risk-on, Intel's blowout Q1 (+24% Friday, biggest single-day move since 1987), and rotation beyond NVDA into AMD, Marvell, Teradyne, and Micron. RSI hit ~85 - the most overbought since 2011. Wednesday's hyperscaler earnings (MSFT, GOOGL, META, AMZN) and AMD's May 5 print decide whether this thesis holds. Save this and follow for more. #SOXX #Semiconductors #MichaelBurry #AIstocks #StockMarket