Micro2Macr0(@Micro2Macr0):This is why I got out of the #AI trade yesterday when memory was up. Yes, I still think #memory is undervalued, but a leverage unwind in the broader market gives two shits about valuations. We talked about this in yesterday's video when we went over passive funds and what was happening in Korea, and in a smaller way here.

Micro2Macr0

@Micro2Macr0

Macro Economist - Self-made multimillionaire - Formerly Retired at 42 - Always trying to find companies and investments that are solving tomorrows problems

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Micro2Macr0@Micro2Macr0

2026.07.28 13:47

This is why I got out of the #AI# trade yesterday when memory was up. Yes, I still think #memory# is undervalued, but a leverage unwind in the broader market gives two shits about valuations. We talked about this in yesterday's video when we went over passive funds and what was happening in Korea, and in a smaller way here.

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