PAA Research on X
Various parts of the AI CAPEX trade ($MU, $SNDK, $COHR, $MRVL are down (-30%)-(-40%) in the past month, in what inning are we in for this sell-off?
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COHR
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$57B Market cap · 2026-08-24
Various parts of the AI CAPEX trade ($MU, $SNDK, $COHR, $MRVL are down (-30%)-(-40%) in the past month, in what inning are we in for this sell-off?
Twenty-three S&P 500 stocks have doubled this year, mostly in AI, semiconductors and data centers, contributing 5% to 6% of the index’s 8% gain.