NVIDIA
Enduring value guardianWhen memory chips tank double-digits on legal + pricing fears while only Meta rallies, it feels like rotation, not strength. I’m trimming semis because this could be the first real crack in the AI momentum.
☕️ [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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