TSM, MU, SNDK, PLTR, CRCL, HOOD, and COIN stocks are expected to experience a further 5-6 weeks of supply shock, with oil prices in the $120-$150 range, leading to inflation/stagflation concerns, rising energy costs, and risk-off sentiment.
Semiconductor/memory stocks (TSM, MU, SNDK) are strongly negatively impacted (supply chain/energy consumption will be hit hardest, with an expected additional decline of 10-25%).
PLTR is the most resilient and may even benefit (accelerated defense/AI contracts, with an expected decline of 0-10% or a slight increase).
CRCL (Circle, stablecoin related), HOOD (Robinhood), and COIN (Coinbase) are mainly negatively impacted (crypto/trading platforms are affected by macroeconomic recession and risk aversion, resulting in high volatility, but crypto may be resilient if viewed as a hedge; an expected decline of 5-20%).
This is not investment advice; DYOR.