Semiconductor researcher Vikram Sekar on why semiconductor stocks are going down: "I think it's more of a sentiment-driven thing than anything really happening. Technology-wise, nothing has really changed. We still need memory, we still need networking, we still need CPUs, GPUs, all of that stuff. Nothing fundamentally has changed at all." "It seems like we've reached a moment where everybody just got spooked on how much borrowing there is to build out these hyperscalers. I think this is more…