The Kobeissi Letter|11月 06, 2026 12:55
BREAKING: US semiconductor stocks rise sharply in premarket trade as investors buy the dip following the post-election selloff:
1. SanDisk, SNDK: +12%
2. Marvell Technology, MRVL: +10%
3. Micron, MU: +9%
4. AMD, AMD: +8%
5. Arm Holdings, ARM: +7%
6. Intel, INTC: +6%
7. Super Micro Computer, SMCI: +6%
8. Nvidia, NVDA: +5%
9. Broadcom, AVGO: +5%
10. Qualcomm, QCOM: +3%
Chip stocks have now recovered +$500 billion in market cap today.
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