$ARM Holdings(ARM)$
Modified in.06-06
Chip Leader Falls While Fiber, Compute, and Power All Rally — Where Did the Money Move?
Chips fell; the far end of the AI chain surged: CoreWeave +11.72%, Lumentum +11.04%, Bloom Energy +9.63%, Nebius +7.73%. Optical has orders: Corning signed a multi-billion fibre deal with Verizon; Lumentum is +165.48% YTD. Leasing has a story: Palantir named Nebius its preferred sovereign AI partner; CoreWeave's move has no named catalyst at all. Power runs on passive money: Bloom joins the S&P 500 at the rebalance. Keep proportions: CoreWeave is +39.41% YTD but only +6.71% over a year, its cash flow leaning on prepayments. Buy signed fibre contracts, the leasing story, or the index entrant?
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