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The crypto market has fallen so much, besides a few friends buying the dip $BTC most are silent.
However, before the US stock market opened, it pulled back, and everyone was shouting about $DRAM dropping sharply and buying heavily, small dips and small buys.
I sorted out some of the pullbacks that are definitely buyable, and found that many are stocks everyone would buy.
After thinking about it, hardware-supported OEM manufacturers' positions have not been fully built up.
$Dell is not cheap now, so it can only pull back and add.
Considering the expansion of AI capital expenditure in the future, $SMCI might be more suitable to go up.