🟢🔴 SPX CLOSE: THE SEMI CIVIL WAR. AI chips rip, chip equipment dips. Thread. 🧵 SEMIS — SPLIT 🖥️ GREEN: $AVGO +3.7%, $AMD +2.8%, $MRVL +5.9%. $NVDA flat. CRU

🟢🔴 SPX CLOSE: THE SEMI CIVIL WAR. AI chips rip, chip equipment dips. Thread. 🧵 SEMIS — SPLIT 🖥️ GREEN: $AVGO +3.7%, $AMD +2.8%, $MRVL +5.9%. $NVDA flat. CRUSHED: $LRCX −3.5%, $KLAC −4.5%, $AMAT −2.2%. Memory red too ($MU −1.6%). READ: buying AI demand, de-risking the CAPEX behind it. $INTC −3.2%…