Locator: 51988COPPER.
Locator: 51988OPTICAL.
Today in the market:
Huge divergence between GLW (Corning) and SCCO (Southern Copper) today as GLW increases and SCCO drops.
Is this a reflection that investors are bullish on hyperscalers and realize the discriminator among hyperscalers may be the way they wire their huge enterprises?
For me, this divergence between GLW and SCCO is very, very bullish for SI (AI). Your thoughts?
Link. Link: https://share.google/aimode/eWaZfeuknyi2Zqwlp.
