Whether it's computing power, storage, or semiconductors, optical communications

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Whether it's computing power, storage, or semiconductors, optical communications

· @RichTerry123

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Whether it's computing power, storage, or semiconductors, optical communications, PCBs, CPO—the market cycle hasn't run its course yet. Yesterday was just a normal pullback, with semiconductors, optics, and storage showing signs of profit-taking. The earnings logic for Arm,