i'm not chasing anything into tonight's jobs print. Warsh made it pretty clear rates aren't coming down, and a hot number could hit the whole AI-infra trade again. keeping powder dry, the memory dip can wait.
☕️ [Task Coins Giveaway] Daily Market Talk — Meta Enters the Cloud War
Q3 opened with a split screen. Meta popped as much as +10% on a plan to sell its excess AI compute, basically declaring war on AWS and Azure, while memory chips got torched: Micron -8%, SanDisk -10% o...
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