When memory chips sneeze, AI coins catch a cold
In Monday’s U.S. premarket, Micron was down 2.12%. Western Digital, SanDisk, and Seagate were all slumping alongside it, while Lam Research, Applied Materials, and Arm were all in the red. In optical communications, Lumentum and Nokia were up less than 1%—barely enough to save face for the sector.
When memory chips sneeze, AI-themed coins have to reach for a tissue. In the end, it’s the people chasing the AI-computing trade who foot the bill—and the mining bosses still haven’t even figured out their electricity costs.
Anyone holding AI-themed coins, check in: what’s your cost basis, and are you brave enough to buy more at this level?
$BTC $ETH $RENDER
#半导体 #AI computing
In Monday’s U.S. premarket, Micron was down 2.12%. Western Digital, SanDisk, and Seagate were all slumping alongside it, while Lam Research, Applied Materials, and Arm were all in the red. In optical communications, Lumentum and Nokia were up less than 1%—barely enough to save face for the sector.
When memory chips sneeze, AI-themed coins have to reach for a tissue. In the end, it’s the people chasing the AI-computing trade who foot the bill—and the mining bosses still haven’t even figured out their electricity costs.
Anyone holding AI-themed coins, check in: what’s your cost basis, and are you brave enough to buy more at this level?
$BTC $ETH $RENDER
#半导体 #AI computing