It's only value is no ridiculous capex, but tell me, who is going to buy inflated apple products if the capex / ai bubble explodes?
Broken Clock
One lesson I learned painfully with gold at the start of the year is that story / thesis can be intact but the price action can nevertheless be broken, for that reason I think it's best to ignore DRAM / memory completely for a while, even if you will likely…
Reminder, memory and stuff are dead stocks. They might be the best play for a bounce but they're never going back to ATH
lol this market, every second that we're not pumping hard everything is being sold into oblivion
4k gold won't resist a hike, fwiw i don't think he will hike but if he does gold finish imploding to 3600 ish
Best scenario is we have a massive crash of Nasdaq -4% on hike or hawkish talk
A friend sold the top in gold (well played) and reinvested it in SKHY at a discount -15% from ATH
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All those non AI stocks are going to get sold off so hard when the momentum trade switch back (temporarily)