Photonics and memory seem to be all that matter People forget all the $NVDA Rubin systems still have to be plugged in somewhere I expect data center stocks to come back stronger than ever later this year
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
The data center trade seems dead right now
Photonics and memory seem to be all that matter
People forget all the $NVDA Rubin systems still have to be plugged in somewhere
I expect data center stocks to come back stronger than ever later this year