Semiconductor & AI Infrastruct

Semiconductor & AI Infrastructure ($NVDA,$MRVL, MU): After a sharp rate-induced pullback, AI hardware is stabilizing. Watch memory leaders like Micron as HBM3E spot prices maintain massive premiums, keeping underlying supply fundamentals tight despite macro duration drag.

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Comments

WendyDelia
09-03
WendyDelia
HBM3E premiums are still the whole story here. Channel checks look a few points above Q1, and that keeps Micron margin support pretty sticky into next quarter 👀
cheeryk
09-03
cheeryk
Duration drag here is probably the bigger lid than demand. If long yields stay sticky, AI hardware can stabilize without getting re-rated fast

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