$UBS

UBS Group

$UBS

UBS Group

Past 12mo:1mentions1voices

All voices1 mention since Jul 2026calls only

Loading price chart…

Recent mentions

1 mention

@itsmichaelluuJul 2, 2026 · 12:58 PM

South Korea's stock market crashed -8.5% overnight. SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023. $UBS says 60% of companies are now curbing AI spending, shifting to cheaper models including open-source Chinese options like DeepSeek and Qwen. This is a buying opportunity. Global AI compute demand isn't going anywhere. This is a shakeout, not a top. Best AI infrastructure plays, and how far each sits from its 52-week high: $MU -17.7% $SNDK -14.0% $NBIS -21.0% $META -23.2% $MSFT -33.1% $GOOGL -6.0% $NVDA -16.5% $AMD -7.5% $INTC -10.8% $AVGO -25.4% $MRVL -18.0% $BE -13.8% $VRT -17.2% Still extremely bullish. Generational wealth gets made in stretches like this, for the people who stay focused. Big themes I'm not losing sight of: quantum, space, energy, AI supply chain, robotics.

Open on X

Frequently asked

Who mentions $UBS most on Surfaced?

@itsmichaelluu (Michael | Hypermarkets) mentions $UBS most — 1 mention in the past 12 months.

When was $UBS first mentioned on Surfaced?

The earliest tracked mention of $UBS in the Surfaced archive was on Jul 2, 2026.

How many voices track $UBS?

1 FinTwit voice has mentioned $UBS 1 times in the past 12 months.

What kind of voices mention $UBS most?

$UBS is mentioned most by Long Research voices on Surfaced.