AI반도체 연일 신고가.. 아직 더 남았다는 증거 4가지
월텍남 - 월스트리트 테크남 · 23:37
The market is hitting new highs on AI-infrastructure earnings, but the rally is narrow. Nvidia and Micron drive most of the EPS growth, and only about 6 of the Nasdaq 100 are at new highs. The speaker stays bullish on...