$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Apple(AAPL)$ It looks like they're winning the race by sitting back with lower capex spend in the near term. The idea is they're cornering the AI market by sourcing cheaper RAM and compute from China's CXMT. To me, it feels like a dip-buying opportunity is brewing for US AI names.
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