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$SOXL 20261023 90.0 PUT$ Recent news flow for Direxion Daily Semiconductor Bull 3X Shares (SOXL) watchlist is net bearish in the very short term, despite a still-constructive AI and memory-demand backdrop. Bullish developments AI infrastructure demand remains resilient. Recent industry commentary highlights continued demand for AI compute, with TSMC pricing, memory-price increases and ASIC expansion cited as core semiconductor themes. This supports revenue expectations across the chip supply chain. Tiger News Memory supply tightness has been a major positive narrative. An early-October report tied a strong chip-sector move to Micron’s results and management commentary on multi-year memory tightness and long-term supply agr