WS #13187
Holding: newest synthesis is 103d old
Hyperscaler earnings (MSFT, AMZN) and memory crunch warnings (Samsung) triggered a massive rebound in chip stocks, with Kospi surging ~17% and SK Hynix/Samsung up >23%.
AI trade reversal and chip rally
Hyperscaler earnings (MSFT, AMZN) and memory crunch warnings (Samsung) triggered a massive rebound in chip stocks, with Kospi surging ~17% and SK Hynix/Samsung up >23%.