"If you ask what's next for semiconductors? Look at Tesla from 2022–2026 or Nvidia after 2025. Semiconductor companies' revenue hasn't changed, but the macro environment is short on cash. With Hong Kong stock $7709 leading the way, leverage is piling up heavily, and the entire industry is being crazily shorted by major institutions. This leads to a situation where excellent companies that haven't dropped yet will report earnings that beat expectations, but their stock price will drop right after the report—just look at TSMC for reference. Companies that have already dropped a lot will report earnings that beat expectations and see a big bullish surge, with shorts covering and a reverse short squeeze. This will make the market resemble Tesla after 2022: large range fluctuations and extreme volatility. This is the type of market I hate the most—absolute garbage time for me. That's why I cleared my main position in AMD on Friday, which hasn't dropped yet, because I predict it will fall after beating earnings. Long-time followers know your bro Cat's talent lies in identifying primary bull wave stocks: Solana in October 2023, gold at $2800 during the trade war in 2025, silver at $60 by year-end, and AMD at $210 by year-end. Your Cat only eats the fattest part of the big third wave of a single stock's rally. All my clear-cut wins are verifiable. I believe semiconductors will struggle to see sustained upward trends moving forward because the market's logic is shifting. The focus is moving away from hardware companies that profit upstream to software companies that truly make money from users. Speaking of companies that make money from users, I've already got my eyes on one leading player. The answer? My subscribers already know. I'll reveal it publicly when it's halfway up the mountain during its rally!" #Semiconductors #AMD #TSMC #Tesla #Nvidia #Solana #Gold #Silver #Investing #MarketTrends