Innlegg

The semis are telling two very different stories heading into $NVDA earnings. 👀 Memory is quietly repairing: $SNDK +1%, $MU +1%, $WDC +3%. Meanwhile, $NVDA is down 1% and $AVGO is down 2%. That’s the key signal. The morning PCE print kept rates tight, but we’re not seeing another storage-led unwind. Instead, the market looks like it’s separating the NAND scare from the bigger question. #DailyOrbit