$Marvell Tech(MRVL.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)$Meta Platforms(META.US)$Amazon(AMZN.US)$Microsoft(MSFT.US)$Apple(AAPL.US)$Alphabet(GOOGL.US) Perhaps by the end of the earnings season, there will be news about major tech giants cutting back on spending, which was leaked to Wall Street institutions in advance. Otherwise, it's hard to understand why, under the premise of rapid AI development and CPI exceeding expectations to significantly lower the year-end interest rate hike basis points, the major giants are soaring while semiconductors are plummeting like a bubble. 😶🌫️
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