Semiconductor stocks and electricity shares are falling today because of the Deepseek panic. This panic is probably exaggerated. We'll talk about it in tonight's podcast. So be sure to subscribe to the podcast: https://open.spotify.com/show/3SHlvxmpYWkpiWnykajNPa

Semiconductors:

-12% Broadcom $AVGO (-3,38%)

-12% TSMC $2330
$TSM (-4,58%)

-11% Nvidia $NVDA (-8,96%)

-11% BE Semiconductor $SMH (-5,24%)

-11% ARM Holdings $ARM (-3,05%)

-11% ASML $ASML (-6,69%)

-9% Dell $DELL
$DELL (-3,43%)

-9% Micron $MU (-3,25%)

-6% AMD $AMD (-8,38%)

-5% KLA $KLAC (-5,87%)

Power stocks:

-20% Siemens Energy $ENR (+4,33%)

-15% Bloom Energy $BE (-4,52%)

-14% GE Vernova $GEV (-0,69%)

-13% Vistra $VST (-1,48%)

-11% Schneider Electric $SCHNEIDER

#deepseek
#openai
#ai
#ki
#china
#podcast
#spotify
$SPOT (-2,39%)
#semiconductor
#halbleiter