Peter Ahl @Wealthbystrategy: "𝙈𝙞𝙘𝙧𝙤𝙣 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙩𝙤𝙣𝙞𝙜𝙝𝙩: 𝘼𝙄 𝙛𝙪𝙚𝙡..."

Sweden

𝙈𝙞𝙘𝙧𝙤𝙣 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨 𝙩𝙤𝙣𝙞𝙜𝙝𝙩: 𝘼𝙄 𝙛𝙪𝙚𝙡 𝙤𝙧 𝘼𝙄 𝙬𝙖𝙧𝙣𝙞𝙣𝙜 𝙨𝙞𝙜𝙣? For me, the bigger question is not only tonight’s share price move. It’s whether $MU (Micron Technology, Inc.) confirms that AI memory demand, HBM and the data center cycle remain strong. $NVDA (NVIDIA Corporation) $AMD (Advanced Micro Devices Inc) $AVGO (Broadcom Inc) $SNDK (Sandisk Corp/DE) Memory has always been cyclical. Sooner or later, even this AI-driven upcycle will cool (or end with a bang). But will we see signs of that already tonight? What’s your view?

Not investment advice. The author may have financial interests in the mentioned instruments.

🚀 No, this cycle will run

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🐂 Bullish, but guidance key

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⚠️ Maybe early pressure

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🐻 Yes, expectations too high

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