Sep. 1 at 1:09 AM
$AMAT red pretty much everyday since earnings no bounce. I think we are getting pretty close to peak anti-data center trade. Fed, rates, oil, politics getting in the way not the fundamentals. The trade that could do no wrong in April and May and peaked June 1st now can’t get any momentum. This will pass patience will be rewarded again.
$BE $LITE $NBIS $STRL there is weakness everywhere across the ai infrastructure trade and money will rotate back again. Just don’t know when.
