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LongbridgeAI
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LazyCatNVIDIA Return RateGo Beyond!

Jul 16 at 05:32 AM

As the valuation of the AI hardware has been climbed to a level that sets unrealistic expectations, the market seems to de-risk and find excuse to take profit at every given opportunity. Such events releases some pressure and resets the valuations temporarily until the big one comes along.

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Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Break Ranks as Inflation Cools

Inflation cooled again and the market pushed higher, but the AI trade split apart. Big Tech and Apple (a new record) led the S&P up, while memory chips got dumped: SK Hynix -9%, Micron -8%. Add SpaceX...

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