Afzal Lokhandwala says semiconductor stocks may have peaked for now, and the latest rally in big tech leaders looks exhausted. He highlighted MU, Dell and Seaga

BWB News TV • 2026-07-29 15:33 UTC • By Billy Odell Tucker-Robinson

Afzal Lokhandwala says semiconductor stocks may have peaked for now, and the latest rally in big tech leaders looks exhausted. He highlighted MU, Dell and Seagate, while urging risk discipline and selective sector bets.

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