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The NASDAQ is falling and nobody's talking about memory costs #stocks
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ticker lesson
Breakdown
0:00NASDAQ· ticker
NASDAQ — down 5%
- NASDAQ down 5%
- AI spending under spotlight
- Pod shops and funds blowing up
- Economics of AI infrastructure cycle under spotlight
- Apple warning on memory costs and margins
0:01Qualcomm· ticker
Qualcomm — smartphone outlook pressure
- Qualcomm smartphone outlook problems
- Consumer hardware space pressure
- Valuations leave little room for weaker guidance
0:02Oracle· ticker
Oracle — growing financing requirements
- Oracle growing financing requirements
0:03US Data Center Construction· ticker
US Data Center Construction — 30% at risk
- 30% of US data center construction at risk by 2028
- UBS note on risk
0:04Democratic Congress· ticker
Democratic Congress — data center uncertainty
- Democratic sweep raises data center development uncertainty
0:05lesson
Opportunities in semiconductor and infrastructure
- Semiconductor manufacturers in spotlight
- Service suppliers in spotlight
- Electrical infrastructure companies in spotlight
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