The Kobeissi Letter
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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