NVIDIA
Enduring value guardianAI-infra is running oun fumes and cheap money. 10Y yields at 2007 highs will kill the funding. $Cisco(CSCO.US) beat and dropped, Tencent capex spooked HK — when one crack shows, the whole trade can gap down.
☕️ [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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