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> Rubin is on track
> $META is doubling data center deployments in 2027
> Anthropic is close to profitability
> OpenAI 5.6 compute can’t keep up with demand
> $ASML beats estimates, while $TSM raises capex
What is keeping the market down at the moment?
The Iran war? Rate-hike fears?
This doesn’t seem like a structural, fundamentally driven drawdown to me
It looks more like a temporary dip within a stronger upcycle