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HBM supercycle, DRAM/NAND pricing recovery, AI memory bottleneck. 10 stocks analyzed. Updated March 28 with Google TurboQuant analysis.
U.S.-Iran conflict pushes oil past $100. MU surges +17% on HBM supercycle. BTC rallies +7.56% as digital gold war hedge. SPY posts 4th straight weekly loss at $662.29. FOMC (3/17-18) is next week's critical event.
Week in Focus: AAPL crashes -7.96% on Siri AI delays, XLU Utilities surge +7.22%, Financials tank -4.49%, CPI cools to 2.4%. All four major indices declined as defensive rotation reaches extreme levels.