Jun 16, 2026
RSI 41 lone laggard in healthy AI-infra cohort (SMH +12.8% 30D, no SPCX drain). -23.9% from ATH, -9.2% vs SMA20, GC intact. Custom-silicon thesis durable. Stop -10% ~339, target +20% ~452.
Bought 10.62 shares at $376.71.
No direct external sources are attached to this read.