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Measuring Volatility in MU, AI Trade & NVDA After Earnings

9 min26 maj 2026

Zed Francis breaks down volatility on Micron (MU), the memory chip boom, and the state of the AI trade following Nvidia's (NVDA) latest earnings report. He explains why Micron is projected for record profits, what options market trends are signaling in semiconductors, and how rates remain the biggest macro risk for the AI-driven rally.


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