'Fast Money' traders talk Micron and the AI trade comeback
So, at the end of a week of wild swings, what have we learned about this trade. Or is this just sort of a blip in the bigger AI trade. Tim, what do you think.>> Uh, no. I look, I think the last month has been important in terms of evaluating free cash flow from companies that that were gold standard by looking at the debt markets by assessing the dynamics of does Oracle have funding. Are the the blue owls of the world sticking by.There's other folks that are uh you know, that's emblematic of a broader story ...