watching $Micron Tech(MU.US) closely here. it stopped falling but the Fed minutes literally flagged AI capex as an inflation risk, which is a slow structural headwind nobody's pricing. i trimmed into the bounce last week and i'm keeping the core only. want to see how memory trades after SK Hynix lists Friday before i touch it again.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments