Taiwan Semi Slams Chips, Crash Underway, Gold & Silver Breakdown, Top Trades!

🔗 Trade alongside the Verified Pro Traders in the Apex Live Day Trading Room: https://verifiedinvesting.com/product... 🔒 SAFETY NOTICE: Gareth Soloway and the Verified Investing team will NEVER reach out to you on Telegram, WhatsApp, Discord, or YouTube comments asking for money or offering trades. Any account claiming otherwise is an impersonator — report and block it. No B.S. Just Charts. The semiconductor crash is underway. In today's Game Plan, Chief Market Strategist Gareth Soloway breaks down why Taiwan Semi is tanking the entire chip trade despite beating earnings - and the key swing-trade buy levels emerging as Micron, SanDisk, and the memory names collapse. Plus a gold and silver breakdown, Apple as a short, SpaceX below its IPO, and Netflix into earnings. 📊 COVERED IN THIS EPISODE: 🔴 Taiwan Semi (TSM) - Down ~5% despite beating: capex jumped 39% (to $60-64B), margin-compression guidance, low-quality earnings (a one-time $2B stake-sale gain), and priced to perfection. Swing-buy interest only at a much lower gap 🔴 Micron (MU) - Freefall to ~$851 (from ~$1,250 weeks ago); Gareth may nibble the $815-$755 support zone for a 50-100pt technical bounce, but sees more downside. Note: on cyclicals a low P/E often marks the top, not a bargain 🔴 SanDisk (SNDK) - Retesting the July 7 low pivot; the more it hits, the more likely it breaks, opening ~$1,290-$1,300 (down $1,000+ from its highs) 🔴 Seagate (STX) - Broke a major trendline; major gap fill coming at ~$733 🔴 Arm Holdings (ARM) - Day-trade level ~$256, with an attractive swing level at $234 🔵 S&P 500 - Set to open lower but only modestly; caught between a downsloping trendline and upsloping support - a better breakout chance than the semi-dragged Nasdaq 🔴 SpaceX - Below $135 - you can now buy it under what insiders paid. Gareth sees more downside as a massive post-earnings share unlock looms; bounces are swing trades only 🔴 Apple (AAPL) - A favorite swing short at $430 resistance after a ~20% / $1T run (partly semi-trade rotation); expect it to fade if the semis bounce (inverse relationship) 🔵 Netflix (NFLX) - Reports after the bell; a flush to the $68.70 gap fill would be Gareth's buy on a high-quality name - guidance is key 🔴 Gold - Getting hammered as the dollar bounces; one more flush likely. A break of the key lower trendline targets $3,500-$3,600, where Gareth starts nibbling longer-term 🔴 Silver - Down ~3%; first technical level $54 - a break opens $50. Gareth accumulates below $54 down to the $45-$46 zone 🟢 Crude Oil - Roughly flat; the gap-fill bounce hit his first target, with $87 the second (a possible short there) 🔵 Natural Gas - Holding technical support so far 🔵 Bitcoin (BTC) - Pulling back to the head-and-shoulders neckline with tech under pressure; Gareth still likes the setup but wants no daily close below $64,000 🔑 KEY TAKEAWAY: Taiwan Semi's margin-compression guidance is the "this time isn't different" moment Gareth has warned about - the semiconductor crash is underway, and he thinks these may be cycle tops that won't be revisited for years. He's mapping swing-buy zones on the wreckage (Micron $815-$755, gold $3,500-$3,600, silver toward $45-$46), eyeing Apple as a short, and watching Bitcoin's $64K line into a busy earnings stretch. ⏱ TIMESTAMPS (estimated) 0:00 - Intro: Taiwan Semi Tanks the Chip Trade 1:30 - The 4 Reasons TSM Fell Despite Beating 4:30 - Micron: Freefall & the Swing-Buy Zone 7:00 - SanDisk, Seagate & Arm: The Wreckage 9:30 - Economic Data: Retail Sales, Philly Fed, Jobless Claims 11:00 - S&P 500: Caught Between the Trendlines 12:30 - SpaceX: Below the IPO & the Share Unlock 15:00 - Taiwan Semi Chart & Why Low P/E = Cycle Top 17:30 - Earnings: United, GE, UnitedHealth & Netflix 20:00 - Gold & Silver: The Breakdown & Buy Zones 22:30 - Oil, Natural Gas & Bitcoin 24:30 - Apple: The Favorite Swing Short ✅ SUBSCRIBE for daily analysis from Gareth Soloway and the Verified Investing team 🔔 Ring the bell so you never miss a Game Plan 👍 LIKE if this helped sharpen your plan for the day 💬 Comment: are the semis putting in a cycle top? 👤 FOLLOW @garethsolowayprotrader ⚠️ IMPORTANT DISCLAIMER: This video is for educational and informational purposes only and is NOT financial, investment, tax, or legal advice. Gareth Soloway and Verified Investing are not registered investment advisors. All trading involves substantial risk of loss; consult a qualified financial professional before investing. Past performance is not indicative of future results. 🚨 SCAM WARNING: Gareth Soloway and the Verified Investing team will NEVER contact you through YouTube comments, Telegram, WhatsApp, or DM to solicit investments or money. Any account claiming otherwise is a SCAM - report and block it. #MyTradingGamePlan #VerifiedInvesting #GarethSoloway #StockMarket #TechnicalAnalysis #TSM #Semiconductors #Micron #SanDisk #Apple #SpaceX #Netflix #Gold #Silver #Bitcoin #StockMarket2026