AiCoin
AiCoin|7月 02, 2026 11:36
[Garrett Jin: AI Computing Power Market Funds Are Shifting from Storage Chips to Core Cloud Providers] Garrett Jin analyzed that funds within the AI industry chain are being redistributed. Micron's stock price encountered resistance and retreated near $1,250, while SK Hynix and Samsung Electronics weakened. Over the past two months, foreign capital has withdrawn more than 100 trillion KRW from the South Korean stock market, with funds flowing toward core cloud computing giants such as Google, Microsoft, and Amazon. This migration logic aligns with the token optimization trend.
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