Yesterday we were still saying “AI hardware is about to collapse,” and today the money directly flips and goes in hard.
Semiconductors, CPO, and storage all rebound at once. The shorts had just prepared to pop champagne—before the glass even got raised, the market already changed its face.
There’s also the FOMC tonight. U.S. Treasuries and oil prices are both not low—this is likely just the start of the real big volatility.

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