Jun. 23 at 4:08 PM
Curious if anyone's portfolio is green after today's fun day.
$FLNC: -12.5%
$AAOI: -11.2%
$SIVE: -11.7%
$TSEM: -10.24%
$SNDK: -12.5%
Feels like anything high-beta or semis had a steep drop.
Today's macro liquidation triggered an absolute bloodbath across high-beta growth assets and the broader semiconductor hardware supply chain! With energy storage vanguard
$FLNC tumbling 12.5% and optical networking leader
$AAOI erasing 11.2%, short-term liquidity is being brutally eviscerated.
Silicon photonics play
$SIVE plunged 11.7%, while specialty foundry leader
$TSEM (Tower Semiconductor) shed over 10% despite its massive AI data center pipeline. This looks like a textbook mechanical stop-hunt after crucial Fibonacci support clusters were breached.
Legacy memory giant
$SNDK collapsed 12.5% in sympathy as institutional momentum execution accelerated a right-side flush-out.
Are you setting limit orders to buy the structural dip in
$AAOI or
$TSEM, or holding cash on the sidelines?
