Has anybody paid attention to the fact that stock prices of data center providers (ORCL, CRWV) are falling while RAM prices are rising, and NVDA is slashing gaming GPU orders? Short (or limit) MU and NVDA?
Has anybody paid attention to the fact that stock prices of data center providers (ORCL, CRWV) are falling while RAM prices are rising, and NVDA is slashing gaming GPU orders? Short (or limit) MU and NVDA?