Which AI hardware companies fell out of favor in June 2026? In 25 years of stock research, high media sentiment about a company tends to forecast higher future stock returns versus companies with lower sentiment. The attached image is an analysis of 29 AI supply chain companies, using the MarketPsych MCP on news, social media, and transcripts. Each company is ranked against its own past 12 months of media sentiment. A few highlights: • Near their 12-month sentiment highs: HPE, Dell, Applied Materials, and Intel.