Semis are in a crash, just like silver was before this year. It’s probably voodoo, but it’s also scary how similar the development of this bubble has been so far.
Signed Dr. Andreas Bickel

Channel
@drbickelknowsbest
On this record: Topic · Growth · Engagement · Posts · Telegram's recommendations · Cite this entry
499subscribers
-8 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
| Telegram ID | -1001584670720 |
|---|---|
| Type | Channel |
| Username | @drbickelknowsbest |
| Created | Between 1 August 2021 and 28 February 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 26 October 2026 |
| Measurements held | 9 |
| Confirmed unchanged | 1 time, most recently 26 October 2026 |
| On Telegram | t.me/drbickelknowsbest |
Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 21 September 2026 and assigned it the closest of 31 fixed categories, at 77% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and why it has no browse page of its own yet.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 26 Oct 2026, 16:10 | 499 | +2 |
| 18 Oct 2026, 15:26 | 497 | -2 |
| 12 Oct 2026, 03:57 | 499 | -1 |
| 2 Oct 2026, 08:20 | 500 | -3 |
| 3 Sept 2026, 22:39 | 503 | -2 |
| 20 Aug 2026, 06:53 | 505 | -1 |
| 14 Aug 2026, 06:36 | 506 | -1 |
| 7 Aug 2026, 14:14 | 507 | no change |
| 7 Aug 2026, 01:17 | 507 | first reading |
20 posts held, back to 30 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 1 page of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 20 posts for this entry, the most recent from 6 August 2026. An engagement rate over an empty window would be a number about nothing.
Semis are in a crash, just like silver was before this year. It’s probably voodoo, but it’s also scary how similar the development of this bubble has been so far.
Signed Dr. Andreas Bickel
Photo, posted without a caption
Signed Dr. Andreas Bickel
Photo, posted without a caption
Signed Dr. Andreas Bickel
https://www.linkedin.com/posts/dr-andreas-a-bickel-cefa-59a03960_bloomberg-headlines-picture-1-stocks-extend-ugcPost-7490760979404902400-LtgH/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAzRswYB4WgsFEYrjEMwl5umWzasgF9USE8
Signed Dr. Andreas Bickel
FEMO at work. 🚀 Dr. Ed sees 8,250 by year-end, but after yesterday, that’s starting to look rather conservative… Great earnings season so far. 📈 To all the bears: your time will come — but with a bit of luck, only next year. 😉🐻
Signed Dr. Andreas Bickel
Driven by strong earnings revisions that have continued to rise, the S&P 500 maintains a P/E ratio around 20x, while the broader MSCI ACWI reflects a parallel global valuation trend.
Signed Dr. Andreas Bickel
If semis deliver the expected returns, it is only a question of time, after the deleveraging, before they start rising again
Signed Dr. Andreas Bickel
ut maybe concerns about inflation are exaggerated, while growth is underestimated. If so, a bear steepening since 2010 was normally accompanied by higher US equities. FEMO and the Roaring 2020s at work, to quote Dr. Ed? For the time being, we see on one hand hyperscalers turning free cash flow negative while still posting extremely strong earnings, and on the other hand, very cash flow positive semiconductor and oth…
Signed Dr. Andreas Bickel
The market does the job of the Fed, i.e., yields and real yields surge, but maybe for the wrong reasons. Inflation is elevated, but forward-looking data are showing no concerns in the market. The bear steepening might be similar to the last 15 years due to stronger growth and not inflation concerns 📈. Bear Steepening: Driven by rising yields, specifically with the long end of the curve moving upward at a faster pace…
Signed Dr. Andreas Bickel
Europe outperformed the US after a volatile week where not only earnings were bipolar, but also the Fed's unclear path for future rate hikes added volatility to the market 📉. US earnings season continues to be very strong, meanwhile Europe has as well a good earnings season, though at a lower growth rate than the US. But bottom line, this week other factors were dominating; Apple, Meta, Amazon, and Microsoft were th…
Signed Dr. Andreas Bickel
Photo, posted without a caption
Signed Dr. Andreas Bickel
Shorth covering at its finest. or as the headline put it: "The Kospi Had a Nice Year Last Night". i.e., 18% plus
Signed Dr. Andreas Bickel
Showing the 12 most recent of 20 posts we hold for @drbickelknowsbest. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
This channel appears in 2 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 26 October 2026 — this entry's latest reading, not the date you are reading this.
“Dr. Bickel knows best!” (@drbickelknowsbest), 499 subscribers as measured 26 October 2026. Telegram Register, tgregister.com/channel/drbickelknowsbest.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.