<p>Chips bouncing out of a bear market in 2 days while headlines are this bad shows how structural AI demand is. Geopolitics can’t kill the capex cycle. This dip was a gift and the market is telling us the AI trade has real staying power into H2.</p>

<p>Two days after falling into a bear market, chips came roaring back. Semiconductors jumped 3%+ and the Nasdaq rose even as the US kept striking Iran. SK Hynix lists in the US today in what may be the s...</p>

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☕️ [Task Coins Giveaway] Daily Market Talk — Chips Shrug Off the War Scare

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