The state of the tech trade as SK Hynix opens for trading
Youtube·2026-07-11 01:20
That's news driven. So I think that's where you are that it's tough finding the marginal buyer to come in at these levels to drive these meaningfully higher. So it doesn't mean the story is over. It means that the market's nervous about when the story ends and particularly nervous about anybody who comes any of those companies that are the big spenders in AI coming on their call and saying we're slowing down. I think it'll be okay for Meta to say that because they found another use for the compute that they ...