Posteo

📉 AI Semiconductor Stocks Face a New Challenge Strong earnings are no longer enough to satisfy investors. Despite solid quarterly results, SanDisk and Western Digital saw sharp declines after earnings as the market questioned whether AI-driven demand can continue to justify high valuations and massive capital spending. 📌 Key takeaway: The issue isn't weak demand—it's elevated expectations. When strong results still lead to sell-offs, it suggests the market is no longer pricing in growth, but expecting near-perfect execution.