semis look to be recovering after a much needed and will continue to rise as long as AI spending signals from TSLA and GOOGL support the story. NVDA’s production momentum will help to seal the deal and drive these stocks upward
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
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