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PSChua

AI trade is in the news again, as per your first story. The pullback by micron, sk hynix is a good positive development. The healthy repricing signals that the market is discipline in requiring the money poured into the AI build out generates long term returns on investment

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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Micron Leads a $108B Memory Rout

Memory was the best trade of the AI boom until Monday, when Micron, SanDisk and SK Hynix shed about $108B between them on news that a Chinese rival is closing the technology gap. At home, the early ba...

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