Ai/Data center/power trade under heavy pressure last few days, with big moves today to the downside: neoclouds NBIS -12% CRWV -5%; AI/high-p
Ai/Data center/power trade under heavy pressure last few days, with big moves today to the downside: neoclouds NBIS -12% CRWV -5%; AI/high-performance Computing (HPC) data Centers WULF -7% HUT -11% CIFR -10% IREN -8.75% RIOT -7.9%; Nuclear power names FSN -12% NNE -11% TLN -7.7% OKLO -9% TLN -7.65%; opticals LIE AAOI GLW CIEN tumbling; industrial power CAT -3.3% BE -12%, ETN -4% and of course memory SNDK -10% WDC -10% MU -6% and semis NVDA -2.5% AMD -5.5% ARM -8% INTC -5.8%
Ai/Data center/power trade under heavy pressure last few days, with big moves today to the downside: neoclouds NBIS -12% CRWV -5%; AI/high-performance Computing (HPC) data Centers WULF -7% HUT -11% CIFR -10% IREN -8.75% RIOT -7.9%; Nuclear power names FSN -12% NNE -11% TLN -7.7% OKLO -9% TLN -7.65%; opticals LIE AAOI GLW CIEN tumbling; industrial power CAT -3.3% BE -12%, ETN -4% and of course memory SNDK -10% WDC -10% MU -6% and semis NVDA -2.5% AMD -5.5% ARM -8% INTC -5.8%