$SPDR S&P 500 ETF Trust(SPY)$

$SPDR S&P 500 ETF Trust(SPY)$ It's hard to see an AI bubble when there's a clear bottleneck in memory and compute. The demand for these components seems to be a real, structural driver. $Micron Technology(MU)$ $SK hynix(SKHY)$ $NVIDIA(NVDA)$

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