Sep. 17 at 3:46 PM
$DELL $SMCI $HPE
The coordinated pump of the sector when interest rates going up and companies holding back on small infra upgrades due to extreme high costs
$MU sndk seems like the next clear wealth transfer attempt by inst.
Just look at
$WDC and wake up.
With high interest rates and cost of borrowing increasing and calls for slow down on AI, it will affect spending.
As the inflation bites, the consumers of the infra are going to slow down on spending .
But inst try to do wealth transfer before it hits so they make their money and exit.
