Orders
Rate Of ReturnMemory ripping +12-14% and chip index up 5% tells you the market thinks the AI spending cycle is working. Micron and SanDisk back over $1T, Nvidia shipping Vera Rubin, and UBS calling a bottom — that’s supply tightening + demand accelerating. If TSLA and GOOGL show cash flow tonight, this risk-on rotation has legs.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
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