SK Hynix says sold out until 2029 sounds like top - after every stock in chip index rose as Anthropic filed IPO and all …
SK Hynix says sold out until 2029 sounds like top - after every stock in chip index rose as Anthropic filed IPO and all green yesterday, WDC beat 55% and fell 6% and Lam beat fell twice as hard, sell-the-news setup into Microsoft Alphabet tonight. Chip index rose second day is exhaustion. Tonight Microsoft Alphabet report just before Fed bullish though - after Tesla Meta opposite AI spending calls and OpenAI $20B miss, MSFT GOOGL will show AI monetization and save Fed hawk fears.
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