A rare bearish voice just dropped a bombshell on the chip giant everyone loves to love. One analyst—the only one brave enough to slap a sell rating on the stock—predicts shares could tumble roughly 20% as competitive heat intensifies. While the broader market remains bullish, this contrarian call highlights mounting pressure from rivals hungry for a piece of the AI and high-performance computing pie. The forecast isn't just noise; it reflects real concerns about margin compression and market share erosion in an increasingly crowded battlefield. For those tracking hardware plays in the mining and AI infrastructure space, this pullback scenario could reshape entry points and portfolio strategies. The question now: will the crowd's optimism hold, or is this the canary in the coal mine?

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ZenChainWalker

· 58m ago

One person is singing off-key, while the others are still blowing; this play looks interesting.

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GasGuzzler

· 9h ago

One person sings against the tide and wants to dump? I don't believe you at all. This wave really needs to be careful, margin is getting eaten away. 20%? Enough, just buy the dip when it hits the bottom. It's the same old story, when everyone is bullish, a short position pops up to cause trouble. This area is really crowded, but the AI hype is still there. Let's wait and see where the bottom of this broken bowl is first. Sounds nice, but isn't it just to create panic for catching a falling knife? Wow, finally waiting for this voice.

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MidnightTrader

· 9h ago

An analyst who dares to speak the truth, while others are just being amazing. An analyst who dares to sing a different tune, while others are going crazy. A 20% fall? It looks like someone is about to play people for suckers. The AI chip sector is too deep; who knows who will survive until the end. This is the warning before the market frenzy; whether you listen or not is up to you. The issue of margin compression should have been addressed long ago; it didn't just start today. Anyway, I will wait for it to fall before entering a position; why follow the trend to chase the price.

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GasFeeSobber

· 9h ago

Ngl, this bearish sentiment came too suddenly, a 20% fall? We need to see if this guy really has the goods or just wants to ride the wave. The competition is indeed intensifying, but when the whole market is optimistic, going solo with a bearish stance... well, either he wants to buy the dip or he has genuinely sniffed something out. Regarding Mining Rig and AI infrastructure, one has to be more cautious entering the market now; the landscape is indeed changing. Could this be the warning canary? It’s quite worth following.

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GasWaster

· 9h ago

Is the chip situation really over? A short selling has caused half the circle to panic haha --- Again, it's a solo voice shouting to sell, not many in the market believe it, bro --- A 20% fall sounds like a joke, this kind of contrarian call happens every week --- The competition in AI chips has indeed become a bit intense... but if it really falls, I actually want to buy --- Does this analyst genuinely think they see through it, or are they just trying to ride the wave --- Margin compression is real, but others aren't doing much better --- Let's wait and see, probably another tale of the boy who cried wolf --- The short selling PI is quite loud now, let's talk again when the stock price buys the dip.

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