SK Hynix Chairman Predicts 60-100% Jump In AI Chip Demand Next Year
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Once we get some visibility on the endgame of the Iran war, the stock market will recover and refocus on the strong AI fundamentals.
I don't think people are talking about this reason enough. It's REALLY difficult for fundamental buyers to step in even as valuations become more attractive amid strong AI fundamentals until we get some visibility on the endgame of the Iran war. No one wants to risk their career on unpredictable geopolitics when the Middle East is getting worse. Look at when oil bottomed. This rests on President Trump.