Micron bounced Friday as Jensen Huang downplayed memory glut is dead cat - after WDC +55% fell 6% and Lam beat fell twic…
Micron bounced Friday as Jensen Huang downplayed memory glut is dead cat - after WDC +55% fell 6% and Lam beat fell twice as hard, even Jensen can’t save memory trade, sell into strength before Fed and Big Tech earnings with Tesla Meta opposite AI spend. At home REITs held their gains is real bull - Singapore decouples, MAS surprise hold plus banks easing back after Wednesday gains means REITs lead STI higher while US tech chops.
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