📊 Today’s most noteworthy move isn’t BTC—it’s a rare divergence: · Memory semiconductor stocks surge across the board—MU +5%, SNDK +5.4%, SK Hynix +3.7% · AI pre-IPO stocks collapse en masse—Anthropic -10.5%, OpenAI -11.2%, $SPCX below offering price Capital is shifting from “AI applications/models” to “semiconductor hardware.” The story is over; now people are asking, “Who’s actually making money?” This isn’t a crash—it’s a narrative shift. Stay tuned🧊
Dr.Hash 赛博哈希Share
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