Memory names clawing back after yesterday's bloodbath
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Don goes live at 9:20 AM ET for the pre-market call. |
The AI complex is trying to find its legs after getting stomped yesterday. |
Memory names led the selloff and now they're leading the bounce. Micron and SanDisk both up 3-4% in the premarket after dropping 13% Tuesday. |
Micron reports tonight. That's the actual test. |
Intel and Qualcomm are catching a bid too after getting dumped in the rout. |
The chatter's starting to shift from "just technical positioning" to actual fundamental cracks: price wars between model builders, softening GPU rental rates, Microsoft pivoting toward cheaper models. |
Meanwhile, Brent crude slipped under $76 quietly. Lowest since before the Iran flare-up. |
Don breaks it all down at 9:20 ET. |
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