cheemang

Institutional pulling back their AI position to prepare to buy SpaceX. Do you think they will be a short pull back this month ?

Memory demand continue to be strong and will be stronger as adaptions to AI is still at the early stage. There may be a short term squeeze as factory have to balance their supply of BOM on certain parts but long term requirement is healthy

Nvida power infrastructure vendors publish in their website is going crazy. All time high today for most of the stocks.