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Vested Shorts: Chip stocks lost $1.64T this week but TSMC posted its best quarter ever. Korea lost $297B in a day. Apple reached $5T. Why?

calendar_today October 17, 2026 person Abhishek Sahoo domain vested

Welcome back to a new edition. Before the stories, a question about this week: If every company that actually makes AI chips says it cannot keep up with the orders in front of it, what was being sold? Chips or just the idea of it?

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