$Roundhill Memory ETF(DRAM)$ $APPLIED DIGITAL CORP(APLD)$ $Applied Optoelectronics(AAOI)$ It's interesting that SK Hynix ADR is set to list in the US next Friday. You could argue it's one of the most important companies for the AI trade right now. The recent price action feels a bit like the kind of dip that shakes out weaker positions before a potential move up. Historically, July tends to be a net positive month. Also, contrary to some views, the AI theme is still very much alive.
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