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MUMicron Technology, Inc.$1,088.35
24h
+1.50%
2 Oct, 01:33
Short recommendation due to shifting AI demand to robotics
Bearish-0.82%
AI Summary
The author explicitly recommends shorting Micron and SK Hynix, arguing that demand is shifting from traditional AI chips to autonomous driving and humanoid robots.
Absolutely correct. Autonomous driving and humanoid robots are taking over the AI demand cycle. Shorting Micron and SK Hynix now is either stupid or malicious.