$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Memory cost came up again, and it seems similar to what others have been saying. Memory is eating a big chunk of all that capex — you can see it with Apple, Intel, and now AMD. Memory is a no-brainer at this point. I never really wanted to bring this up, but here we are. MU, SK Hynix, and DRAM names are the ones I'm watching.
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