Business & Economy · 29 views
Elon Musk addresses memory-chip stock concerns with one simple observation
Elon Musk’s remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex and the distant threat of oversupply for semiconductor stocks.
Business & Economy 
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Elon Musk’s comments on the SpaceX earnings call suggested that worries over AI‑related capital spending and a potential semiconductor oversupply may be less severe.
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