Retail frenzy: More likely mid-to-late bull than a top. Unlike meme-stock mania, AI and memory names still have strong earnings support.
My June ranking:
🥇 Memory/HBM – Still the key AI bottleneck. Tight supply + rising demand.
🥈 AI PC – Promising, but upgrade demand needs to prove itself.
🥉 Space economy – Huge potential, but most speculative.
Biggest risk: If AI leaders stumble, weak breadth could amplify the downside. Until then, the trend remains bullish.
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