Based on Vera Rubin datacenter buildout, significant capital allocation flowing to NVDA and MU.
Vera Rubin infrastructure requires substantial NVIDIA and Micron components for memory and compute
@FrostyFinances yup, based on Vera Rubin build, a lot going to $NVDA and $MU
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +1.7% | +1.5% |
| 1 week | +0.0% | -0.5% |
| 1 month | -4.7% | -6.5% |
| 3 months | — | — |
| 6 months | — | — |