Mill Street Research on Mythryl: “Interesting point from @followtheh.bsky.social about the losing…”

Interesting point from @followtheh.bsky.social about the losing streak for the SOX. As the poster child industry for "selling picks and shovels to gold miners" in AI, the selling in Semis since the peak in June, despite continued solid reported earnings, is concerning for leadership/sentiment.

Tom Hearden@followtheh.bsky.social

at the open $SOX lower for 8th straight day would be longest losing streak since 2008

16/10/26, 1:43 pm0 reposts5 likes

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