Still bullish overall. JH and

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Still bullish overall. JH and MZ continues to push the AI and chip narrative.

# Markets Rebound Day After Rate Hike — What's Driving the Rally?

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KevinKelly
·09-19 02:22
Bullish narrative aside, this price already bakes in a lot. If next quarter guidance is only in line, I think the market punishes it fast
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happygo
·09-19 02:22
TSM capacity being booked out into next year is the bigger tell. AI capex still looks early
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