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A chips-and-Treasuries take on Samsung’s reported $80B quarter
A post links Samsung’s $80B quarter to AI memory, citing a softer JGB and a US 10-year probing 5.36%.
TLDR
A post calls Samsung’s $80B quarter the AI memory trade “showing up in cash.” It points to a softer Japanese government bond alongside a US 10-year Treasury yield “probing 5.36%” as signs of the same cross-asset stress, calling chips and Treasuries “one tape tonight.”
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