SanDisk $SNDK opened with a sharp 8% drop, and Micron $MU is sliding alongside it. The big question now is whether this is a buying opportunity or if more downside is still ahead.
In the short term, market sentiment has turned heavily bearish. Shorts are piling in, funding rates have flipped negative, and traders are paying a premium to stay short.
From a bigger-picture view, most of the aggressive leverage has already been flushed out. The panic selling looks largely behind us, and if the s...
HOLY COW! Look at this hyperscaler CAPEX chart — we're talking over ONE TRILLION DOLLARS by 2027! That's nearly 3% of GDP, folks!
This is the AI buildout in real time. $MSFT, $GOOGL, $AMZN, $META — these guys are spending like there's no tomorrow on data centers, chips, infrastructure. This isn't speculation anymore, this is REAL capital deployment!
What does this mean? BOOYAH for the enablers! $NVDA is the obvious play here — they're selling the shovels in this gold rush. But don't sleep on t...