ONE-6.12
2026.07.07 08:10

Is this considered a "one whale falls" today?

Memory has been correcting for three consecutive days, but AI hardware is still holding strong. Will AI software get a chance today? $Microsoft(MSFT.US)/$Palantir Tech(PLTR.US)

Let's try Micron tonight 😂

Longbridge - ONE-6.12
ONE-6.12

Alas, there's only so much money in the market.

Storage has gone through the roof.

AI hardware follows.

As for AI software applications, we can only wait for the "whale fall, myriad things rise" moment.

It's a long, slow grind.

$Microsoft(MSFT.US)$Amazon(AMZN.US)

$Palantir Tech(PLTR.US)

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