If anyone is curious about the pace of deterioration AI infrastructure names are seeing from their 52 week high. Here is…
If anyone is curious about the pace of deterioration AI infrastructure names are seeing from their 52 week high. Here is a table of companies in the WFE, accelerators, neoclouds, optical, and memory market.
Best performer? Nvidia, -25% Worst performer? Applied Optoelectronics, -80% This is a non-exhaustive list. $Micron Tech(MU.US) $NVIDIA(NVDA.US) $Lumentum(LITE.US) $AMD(AMD.US) $Dell Tech(DELL.US) $Broadcom(AVGO.US) $Lam Research(LRCX.US)
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