Today's CPI slightly exceeded expectations. However, yesterd...
Today's CPI slightly exceeded expectations. However, yesterday's Oracle earnings report specifically mentioned that AI base stations are completely in short supply, indicating that AI hotspots are still fermenting. MU's Call opened an intraday position, and there weren't many other operations. SMCI and Nvidia Flying Knife, which crashed in the middle of the mountainside last Friday, unexpectedly made profits today. It can be seen that semiconductors are strong.
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