semiconductor CapEx trend

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 18, 2026 by Rory O'Driscoll · across every show →

Everything said about semiconductor CapEx trend, oldest first

Jun 18, 2026 bearish
Prediction Open · timeframe Jun 2027
O'Driscoll: Semiconductor stocks will crash hard if CapEx flattens out
“The catalyst on the semiconductor CapEx trend is a flattening out in CapEx. If that happens, then all bets are off, and those things are going to go down so fast and hard.”
Rory O'Driscoll Jun 18, 2026 ▶ 1:10:40 Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
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