Orders
Rate Of ReturnMicron -8% and SanDisk -10% on a DRAM lawsuit looks like headline risk, not broken demand. Meta +10% on cloud/AI spend shows the trade’s still alive, so I’m using this semis washout as a dip to buy.
☕️ [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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