The Momentum Trader is right that (https://www.marketwatch.com/story/why-the-launch-of-openais-latest-astra-model-reignited-the-memory-chip-trade-809e2edb?mod=mw_rss_topstories), but the sentiment trigger may be overstated relative to structural headwinds. Every AI model release now *compresses* inference costs further, which means the capex moat everyone built portfolios around starts deteriorating quarter-over-quarter.

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