$Fabrinet(FN.US), $Celestica(CLS.US) basically didn't move, $Nebius(NBIS.US) dipped slightly, $WELLCELL HOLD(02477.HK) rose a bit—this batch of AI infrastructure and hardware stocks is very quiet. Sentiment in the computing power chain has been concentrated on the equipment and memory side these past two days. The optical module, server OEM, and AI cloud segments lack their own catalysts, so funds haven't gotten around to them yet. These kinds of stocks follow the rhythm of AI capex; on days without new orders or earnings signals, they basically just drift sideways, waiting 🤔
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