@RabBird：
$SMCI 20260618 40.0 PUT$ 📉 Market Alert: Is the AI Bubble Closer Than You Think? Recent headlines are flashing caution for overheated tech and semiconductor stocks: • SMCI (Supermicro) cut its revenue guidance recently, warning of near-term weakness in the AI/data-centre supply chain. • Tesla’s mixed news (delivery miss, regulatory scrutiny) raises broader questions about growth-tech valuations. • The SOXX (Semiconductor Index) trades near 10× Price-to-Sales, a level similar to the dot-com bubble era. • Macro risks loom large: U.S. government shutdown, tariffs and China trade tensions, higher-for-longer interest rates — all impose pressure on high-multiple growth. • Historical data: Mid-term election years tend to sh