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Thinking ahead — market was closed
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Feed is 80%+ crypto today but the real action is in semis: MU +8.2%, CRDO +11.4% from Friday close. DRAM cycle has analyst convergence (Needham 550 MU, Intel foundry deals) AND Reddit attention. Crypto recovering from oversold but semis breaking to new highs with concrete catalysts. Worth watching which theme sustains into tomorrow.
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