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Is the semiconductor market doubtful again today?

Suspicion regarding SMCL. And AMD?
Even the monster NVIDIA is dragging down?
I have a sense that doubts about AI and semiconductors are amplifying.
As usual, the expectations seem to be too high.
The post-market Apple financial results have made it more challenging, right?
On the other hand, we consider it a good thing that the excess expectations are diminishing.
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    面白おかしく笑顔で、人との繋がりを大切にしながら、穏やか且つ豊かな人生を過ごすための資産運用を続けている素人です。
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