Episode Details

The AI infrastructure company’s share price shot up, disappointing short sellers (including an iconic one) who’d bet against it – while traders looking for a steadier AI ship have been flocking to mega semiconductor firm TSMC, but don’t count the memory makers out just yet.

Today’s stories:

• Neocloud Nebius Posted Stratospheric Sales Growth
• Investors Have Been Decamping From South Korea To Taiwan

Try Finimize Pro