Comment by selectodude

Not OP but I’m in a broad-based Euro index so I gain on the stocks and on the fact that the dollar is going to shit. I haven’t seen the enormous AI-juiced gains that have become commonplace but I’m also insulated from commodity hardware companies trading like rocket ship startups and whatever ends up coming out of that insanity.

Somebody is going to have to explain the business case for Micron trading like it’s Google. We all know that fabs are a low-margin capital intensive business, right?