Someone advised me this, is that true?
$Micron Technology (MU.US)$ “I would suggest to sell as quickly as possible. This war will drag out, and the oil price will trigger a private credit meltdown.
Private credit funds are the ones finance Al capex, so that in term will trigger an Al capex meltdown, which would crash MU, NVDA, etc. that orange convict really fked us this time.”
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