AI Supercycle, Mag 7 domination resurfacing?

PawsAndProfits
09-08 20:35

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌

With funds seemingly rotating out of mag 7 and into its counterparts within the tech sector over the past month, it seems like whales are favoring mag 7 once again, with cash flowing back. Are they still controling the AI narrative, or other competitors are druming up the competition? The first attachment shows an illustration of the possible phases in the AI adoption cycle. At this point, we cannot deny AI is going to play a significant role in our lives moving forward into the future, so the key is to learn how to capitalize on this wave and emerge as one of the survivors.

@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

Two Sessions Undid Friday's Rally: Memory Supercycle Over?
Memory split: SK Hynix +4.83%, Micron −1.61%, SanDisk −0.12% — the same names that rallied together on Friday, SanDisk +12%, Micron +6%. The tightness is real: the shortage is spreading from HBM into DRAM and NAND, and Korean brokers put Samsung's and SK Hynix's inventories below ten days. The crack: Kioxia denied merger talks with SK Hynix and signalled it would cool price rises — the opposite of the tight-supply story. The counterparty to higher prices is not just the customer but rivals who want to keep that customer. Follow SK Hynix on inventory, or wait for Kioxia's stance to hit quotes?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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