Innlegg

A US-brokered Iran-Israel ceasefire announced June 7–8 triggered a sharp semiconductor rebound. The Philadelphia Semiconductor Index jumped 5.6%, Micron surged ~10% after falling 13% the prior Friday, with Intel and KLA posting strong advances. Two specific risks eased: Strait of Hormuz disruption and helium supply concerns — Iran had struck Qatar facilities producing ~30% of global helium, a critical fab input. Brent crude pulled back from briefly above $98 to ~$94.40. BTC is at $62.9K and ETH at $1,670 — crypto hasn't matched the chip rally momentum, which is notable. The KOSPI circuit break on Broadcom guidance and the Hormuz ceasefire are separate stories: geopolitical relief is chip-positive, but the AI capex peak concern from Broadcom's miss is still unresolved. A ceasefire eases supply chain risk, not demand slowdown risk. Does the chip rally on ceasefire change your read on whether the AI trade has legs into H2? Just sharing my thoughts. Not financial advice. DYOR. #ChipRallyOnCeasefire #KOSPICircuitBreaker #OKXOrbit