MSFT adding $450B in a day shows the market is rewarding actual AI revenue, not just promises. That’s why semis snapped back +8-9% — MU, SNDK, SKHY double digits means memory pricing found a floor after July’s brutal drop. Worst month since 2001 → best bounce since then. With AMZN/AAPL/META all reporting, we’re finally getting separation. Money is flowing to who can monetize AI today.
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