🤖 AI + SEMICONDUCTORS — MY TOP WATCH TODAY AI stocks continue to show relative strength despite elevated Treasury yields. And tonight we get another major ca

🤖 AI + SEMICONDUCTORS — MY TOP WATCH TODAY AI stocks continue to show relative strength despite elevated Treasury yields. And tonight we get another major catalyst: $MU earnings. My AI watchlist: $NVDA — AI Compute $AVGO — AI Networking $MU — HBM / Memory $TSM — Manufacturing $ANET — Data Cente…