- Investment Literacy Coach
- Posts
- Dec 15 Now we just wait for the Santa Claus rally
Market
“The markets are waiting on nothing in particular except the shrinking AI market valuation expansion which is getting lower, and some minor economic data - CPI and such” 😊 😋
All indices took a break on AI valuations
The interesting part for those that believe the AI bubble is dying is that $MU ( ▼ 1.51% ) $SSNLF ( ▲ 56.02% ) and SK Hynix - ALL of the memory providers are “Sold Out” until 2027. Meaning they dont have to sell anything any more for 2026, just fulfill existing demand.
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Insights from the portfolio
Video of the day
Today’s video is on Lululemon $LULU ( ▲ 0.64% ) the athletic wear company.
