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bullish
Japan Morning Connection: Relief Rally for Tech and High-Beta Laggards After Macro Data
144 Views12 Mar 2025 23:50
New Intel CEO a positive for related plays such as Ibiden. Apple struggles with AI delay. NAND plays may still have room to run on price hike expectations.
What is covered in the Full Insight:
- Tech Sector Rebound
- Intel's Strategic Leadership Change
- NAND Price Hike Implications
- Tesla's Global Challenges
- Upcoming NVDA GTC Conference Impact
SUMMARY
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