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Stock Market in “Collapsing” AI Trade? Gareth Soloway on Memory Rotation, “Topping” Yields
Gareth Soloway of @verifiedinvesting believes Treasury yields are experiencing a near-term top and will move back down to 5% or just above it. However, he argues the AI trade is “collapsing” as investors rotate out of AI memory stocks like Micron (MU), SanDisk (SNDK), and Western Digital (WDC) among others as competition in China…
Link to Video :https://www.technology-in-business.net/stock-market-in-collapsing-ai-trade-gareth-soloway-on-memory-rotation-topping-yields/
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