Today's CPI slightly exceeded expectations. However, Oracle'...
Today's CPI slightly exceeded expectations. However, Oracle's financial report yesterday specifically mentioned that the demand for AI base stations is still far greater than the supply, indicating that the AI trend is still fermenting. I opened a call option for MU during the trading session, but did not make any significant moves. The stocks I bought at the dip last Friday, SMCI and Nvidia, unexpectedly made profits today, demonstrating the strength of the semiconductor industry.
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