Western Digital +55% and Lam beat both falling -6% and -12% is positioning not thesis change - market priced after Tesla…
Western Digital +55% and Lam beat both falling -6% and -12% is positioning not thesis change - market priced after Tesla Meta AI calls and SpaceX Tesla merger talk, waiting for Micron SanDisk SK Hynix guide. US chops. At home banks slip while REITs bounce is bull - after hot CPI PPI and two banks changing rate calls, REIT bounce proves 5.35% 10Y topped and MAS surprise hold validated, STI rotation healthy.
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