The AI Chip Glut Has Begun: Semi's Will Fall 75%

A looming AI chip glut signals a major downturn for semiconductor leaders like Intel and Micron.

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Source: DepositPhotos

Semiconductor stocks are cracking — Micron, Intel, SanDisk, Samsung and SK Hynix are all flashing the same warning, and Gareth Soloway breaks down exactly where these chip stocks are headed next.

The AI chip trade was the hottest sector on the market. Now the breakdowns are here. Weak closes after every bounce, an engulfing reversal on the SOXX, topping tails across the weekly charts, and a coming supply glut as new players flood in and margins get compressed. Gareth walks through the trend-line breaks, the gap-fill targets, and the levels he's monitoring for a swing-trade bounce — plus why the market prices the margin collapse 6 to 12 months before it shows up in earnings.

Video Length: 00:14:41

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