$MU$SNDK$AMD$NVDA$TSM These names are down -4 to -6% today once again as the retail leverage continues to unwind. Meanwhile, I believe the market is pricing in the worst case scenario of CAPEX spend decreasing year over year which is far from the reality of the hyperscaler announced plans. I will stick to the fundamentals here, and I like them a lot. https://youtu.be/YacIFOiogf0?si=qzS_RzAteIQxqqjT
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Teoscar Hernandez@teoscarhernandez · 9m
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