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📊 AI Tape Check: Semis are recovering, but storage remains mixed. The broader market is showing strength, with $SPY and $QQQ pushing to session highs, while $SOXX has rebounded sharply from its intraday lows. Within AI hardware: 🟢 $SNDK has bounced roughly 14% from today's low. 🟢 $MU is up nearly 7%. 🟢 $NVDA and $AMD have also recovered from weaker opens. The rebound appears to be supported by easing macro concerns and continued strength in cloud and software names. However, the recovery isn't broad-based. 🔴 $WDC remains in the red. 🔴 $ARM is still trading lower. That suggests this is a selective rebound in AI compute and parts of the memory space—not a full recovery across the hardware sector. For now, the tape is improving, but leadership remains concentrated rather than broad. Source: Reuters, The Information, official company statements, and market price action. $BTC $ETH $BICO #PalantirQ2Earnings #30YrYieldTopOrStart #USJapanYenIntervention