- anyone wanna chime in and explain why?
- the war has surely been going on back and forth for a while now
- why suddenly start selling now?
The press is still instructed to avoid the word "cyclical" in connection with hardware, but the insiders remember 2000 very well.
If you watch daytrading, stocks like SpaceX or Micron are pumped up shortly after every opening so the insiders can sell higher during the day.
The insiders also own the press and analysts, so they desperately still construct positive narratives.