THIS LOOKS MORE LIKE A RESET THAN A CRASH Semiconductor stocks like $MU $MRVL $ARM and $SKHY have been hit hard over the past few weeks. But here's what's actually happening: - Over $1T in market value has rotated out of chip stocks - Capital is flowing into hyperscalers and software companies like $MSFT $AMZN $META $GOOGL $TSMC just reported record earnings and raised its 2026 revenue forecast. $ASML also beat expectations and increased its sales outlook. AI infrastructure spending continues to grow, with hyperscalers showing no signs of slowing CapEx. This doesn't look like AI demand is fading. It looks more like a positioning reset after an incredible run, with traders rotating into different parts of the AI ecosystem. If companies continue ramping up AI spending, this correction could end up looking like another healthy reset not the end of the AI cycle.