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Tracking infrastructure capex shifts beyond primary compute

deVcesreddit / Jun 24, 2026 · 16:00 / NVDA SELL

The recent downside pressure across the Nasdaq Composite and S&P 500 highlights a broader reallocation of capital away from overextended semiconductor valuations. As major hardware layers like Nvidia, Micron, and AMD underperform due to concerns regarding capital expenditure sustainability and …

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