๐๐ก๐ ๐
๐๐ ๐๐๐ง ๐ก๐ข๐ค๐ ๐ซ๐๐ญ๐๐ฌ ๐๐ง๐ ๐ฌ๐๐ฆ๐ข๐ฌ ๐๐๐ง ๐ฌ๐ญ๐ข๐ฅ๐ฅ ๐ซ๐๐ฅ๐ฅ๐ฒ.
Sounds backwards, but the bigger problem for semiconductor stocks may not be one rate hike.
Itโs the fear that thereโs no clear end to the tightening cycle.
After the June 2022 hawkish FOMC surprise, the S&P 500 barely moved, yet the SOX Index gained roughly 15% over the next three months.
Why? Once markets started seeing a clearer path toward the peak in rates, semis had room to trade on something else: fundamentals.
And right now, AI capex is a pretty big โsomething else.โ
Data centers, advanced chips and AI infrastructure are still driving massive spending, so the semiconductor story isnโt just about what the Fed does next.
For me, the bigger question is: when does the market finally get clarity on where rates peak?
Thatโs the part Iโm watching on the semiconductor setup on BingX TradFi.
#BTC #BTC Price Analysis# #TradFi #FED $BTC $ETH
Sounds backwards, but the bigger problem for semiconductor stocks may not be one rate hike.
Itโs the fear that thereโs no clear end to the tightening cycle.
After the June 2022 hawkish FOMC surprise, the S&P 500 barely moved, yet the SOX Index gained roughly 15% over the next three months.
Why? Once markets started seeing a clearer path toward the peak in rates, semis had room to trade on something else: fundamentals.
And right now, AI capex is a pretty big โsomething else.โ
Data centers, advanced chips and AI infrastructure are still driving massive spending, so the semiconductor story isnโt just about what the Fed does next.
For me, the bigger question is: when does the market finally get clarity on where rates peak?
Thatโs the part Iโm watching on the semiconductor setup on BingX TradFi.
#BTC #BTC Price Analysis# #TradFi #FED $BTC $ETH
