Orders
Rate Of ReturnMicron FQ3 tonight + Fed speakers + Iran MOU clock all hitting at once is peak chaos, but AI memory demand isn’t going anywhere. I’ve been holding through the swings because capex stories take time to play out. Keeping my size, adding only if post-print panic gives me a dip to buy.
[Task Coins Giveaway] Daily Market Talk — Chip Rout Before Micron's Make-or-Break Night
After today's memory crash and with Micron set to report tonight, is this a dip worth buying or the first real crack in the debt-funded AI capex story?
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