Orders
Rate Of ReturnIf clients are yanking budgets from software to buy scarce GPUs, servers, and memory, that’s a real rotation. In early AI cycles hardware gets funded first, software monetizes later. IBM’s drop is the canary. I’m shifting toward semi and server names and cutting software exposure until revenue shows up.
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%
Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
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