Yesterday closed the best quarter for the s&p 500 and nasdaq since 2020,S&P up 14% for Q2 and nasdaq up 20%. Most people think its because of magnificent 7 because thats the narrative running for two years but the real q2 winners were memory chips. Micron, sk hynix, sandisk, all riding an ai driven hbm demand crunch thats pushed memory chip prices up as much as 355% this year with no relief expected until 2028. The hyperscalers are spending $670B on ai capex in 2026 and the bottleneck is
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