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08-13

US Stock Market: The AI Trade Is Back 🚀 The U.S. market is showing strength again — but the most interesting part isn’t just the S&P 500 or Nasdaq hitting record territory. It’s where the money is flowing. 📈 S&P 500: 7,748 📈 Nasdaq: 26,588 📊 Dow: 53,770 The big story continues to be AI infrastructure. CoreWeave surged ~19%, while Super Micro Computer delivered strong guidance. Nvidia and Micron also rallied strongly as investors continue to bet that AI capital spending is far from over. (Reuters) At the same time, July inflation came in without a major upside surprise, helping ease concerns around interest rates. So what am I watching now? AI → Semiconductors → Data Centers → Power → Memory → Networking #StockMarket #USStocks #Investing #AIStocks #Nvidia #Micron #Semiconductors

03-23

Knowledgeable

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What happens if one quarter slips?","text":"AI capex far from over maybe, but these valuations already price in years of perfection. What happens if one quarter slips?","html":"AI capex far from over maybe, but these valuations already price in years of perfection. What happens if one quarter slips?"},{"author":{"id":"9000000000000549","authorId":"9000000000000549","name":"JamesWalton","avatar":"https://static.tigerbbs.com/4c010dff9f9669483fb4044792ea6c57","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000549","idStr":"9000000000000549"},"content":"I added Nvidia and Micron already, AI capex still looks early. Memory next?","text":"I added Nvidia and Micron already, AI capex still looks early. Memory next?","html":"I added Nvidia and Micron already, AI capex still looks early. Memory next?"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}