Kyle Reidhead | Milk Road @KyleReidhead · 04 Sep 2026
Micron is waking up! The AI infra trade has lagged since it's deleveraging event in July Many of them are 30% above their lows, but still 30% below their ATHs All this has happened while the fundamentals for AI infra have improved significantly in the last few months: - Token https://t.co/GqItJS6s7V
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