
The worry about capex spending has come up before. I don’t think it is the end of the road yet for semiconductors and memory chips.


[Task Coins Giveaway] Daily Market Talk — Chip Rout Before Micron's Make-or-Break Night
After today's memory crash and with Micron set to report tonight, is this a dip worth buying or the first real crack in the debt-funded AI capex story?
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