Marlin Capital

Marlin Capital

Chip Wrecked

When does this AI selloff end? Here's my take, and my key levels to watch...

David Marlin's avatar
David Marlin
Jul 08, 2026
∙ Paid

Marlin Capital Readers,

Tuesday was another bloodbath for AI stocks.

It started in Korea, with the KOSPI getting crushed another -5% last night after Samsung earnings failed to impress.

That weakness spilled over into the US session with Semis falling -4.7%.

After a brutal stretch like this, the question everyone is asking right now is this…

When will it end?

Here’s my take. 👇

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