$NBIS AND AI COMPUTING THEMES ARE GAINING MOMENTUM AS GLOBAL AI COMPETITION HEATS UP 🔥
The shift is structural. South Korea's government backing chip giants signals a national-level AI race. Degentrading flags that ~$165B in U.S. equities will be liquidated by month-end due to quarterly rebalancing — yet post-July outlook remains constructive.
Two core themes: compute (NBIS, SHAZ) and memory pooling (ALAB, CRDO, PENG, MRVL). Memory gains have been priced; the easy moves are done. Compute still has room, with situational awareness plays still accumulating.
Are you watching the memory pooling side or the compute frontrunners?
Not financial advice. Always manage your risk.
#NBIS #AIChips #MemoryPooling #Computing #MarketStructure
🔥
The shift is structural. South Korea's government backing chip giants signals a national-level AI race. Degentrading flags that ~$165B in U.S. equities will be liquidated by month-end due to quarterly rebalancing — yet post-July outlook remains constructive.
Two core themes: compute (NBIS, SHAZ) and memory pooling (ALAB, CRDO, PENG, MRVL). Memory gains have been priced; the easy moves are done. Compute still has room, with situational awareness plays still accumulating.
Are you watching the memory pooling side or the compute frontrunners?
Not financial advice. Always manage your risk.
#NBIS #AIChips #MemoryPooling #Computing #MarketStructure
🔥