$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ Reading between the lines, it looks like the Treasury won't allow the yen carry trade to unwind, and the Fed won't let stocks drop. They will print no matter what. I'm loading up on stocks. Don't fight the tape.
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