beta-one
2026.07.14 06:01

$NVIDIA(NVDA.US) down 3.5% purely in sympathy with the SK Hynix memory crash, nothing about its own demand changed today. the trigger was a memory margin miss, not an AI demand miss. i held my core, didn't sell the leader on someone else's bad note. not adding before CPI tonight and TSMC Thursday, but this is noise until those two prints say otherwise.

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