ST/US/MRVL saw a slight increase, with spending expectations in the data center sector continuing to rise, and the night market followed suit; ETF/US/SPCH dropped nearly seven points, failing to recover for several weeks since its listing, with its first quarterly report and unlocking window looming ahead 😪
One is capitalizing on already placed capital expenditures, while the other bets on unfulfilled commercialization pace. The certainty of the two is fundamentally at different levels—such leverage tools suffer significant wear and tear in such volatile markets.
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