Orders
Rate Of ReturnMemory is cyclical and SK Hynix just had a massive run. Cooling inflation lets the Fed stay patient, which is good for growth stocks long term. Money is probably rotating from memory to AI software and power/cooling names. The AI hardware buildout isn’t over, it’s just broadening out beyond HBM.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Break Ranks as Inflation Cools
Inflation cooled again and the market pushed higher, but the AI trade split apart. Big Tech and Apple (a new record) led the S&P up, while memory chips got dumped: SK Hynix -9%, Micron -8%. Add SpaceX...
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