NVIDIA is going to SIX TRILLION dollars in market cap. +20% in 7 days. Cerebras IPO popped 68% on Day 1. AI chips just had THE most aggressive single week of the entire cycle. My bet: this rally has 2-3 more weeks before the hot CPI / yield-curve pressure forces a 5-10% pullback. Bottom line: trim into strength, keep the core, watch for re-entry on the inevitable correction
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