u/Only_Chemistry6853

The AI/Semiconductor Trade Just Got Its Lifeline: Micron’s Earnings.

Bombastic earnings from Micron , AI and semis have more room to run now..

The AI demand is clearly still there , HBM and memory demand looks crazy strong.

Oil is coming down too which is another bullish sign for growth and tech

Micron really saved the day for the whole AI - semiconductor trade

Very bullish setup especially for AI sentiment and especially our Data centre king APLD.

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u/Only_Chemistry6853 — 1 month ago