Dividend Collector
OXYStrong earnings from Coreweave, SMCI and Nebius prove that real AI infrastructure demand remains robust. However, Chinese tech sentiment is lagging due to heavy capex squeezing cash flow. US hardware plays continue to offer the clearest near-term momentum, though rising yields warrant selective positioning.
☕️ [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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