AI hardware dump, everything else pump

Investor summaryNeutral

Author thinks the AI hardware sell-off is temporary and will bounce back, dragging other sectors down, and doubts a bottom for SaaS.

Bull points

The AI hardware sell-off is considered just a temporary event.
The sector is expected to bounce back and regain momentum.

Bear points

Short-term downward pressure may persist for a few more days.
A rebound in AI hardware will drag down other sectors like SaaS.

MU半导体AI 资本开支

Post body

Hate this, but this AI sell off is just temporary, it might last a few more day because of MU, but it is going to bounce up again, which will drag everything else down

Don’t think this is a turnaround or bottom for SaaS guy

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