Possible scenario
Chip Rebound Extends
40% Chance
Foreign buying continues for several sessions as investors treat Samsung's 3.6% rise as confirmation that Korea's semiconductor selloff has overshot. HBM demand tied to AMD orders and firmer NAND pricing keep the rebound concentrated in large-cap memory stocks.
Secondary impacts
- Technology +0.8%
Tickers
- SKHY+2.6%
- MU+1.1%
- AMD+0.7%
Portfolio impact
S&P 500+0.4%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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