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Rate Of ReturnThis is euphoria. 10Y at 2007 highs means funding AI gets expensive fast. $Cisco(CSCO.US) selling on a beat + Tencent capex scaring China shows the theme is crowded and fragile to any disappointment.
☕️ [Task Coins Giveaway] Daily Market Talk — AI-Infra Stocks Explode as CoreWeave Surges 19%
AI-infrastructure stocks went vertical Wednesday: $Coreweave(CRWV.US) surged 19.5%, $Super Micro Computer(SMCI.US) jumped about 20%, $Nebius(NBIS.US) soared over 30%, and $Lumentum(LITE.US) climbed 14...
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