The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26
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The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26
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Every Mag 7 stock is down over the past month, while memory names keep rallying. We look at the fractures in tech, and what’s the better AI trade from here.
Plus, a look at Alan Geenspan’s influence on Fed policy.
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