1/ As the AI 'bottleneck' stocks correct, the downstream stocks are gaining on an absolute basis: - bottlenecks $SMH $DRAM - downstream $MAGS $IGV - AI downstream $ETHA ethereum:native
@fundstrat·Jul 17, 2026·2 sources·neutral
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AI bottleneck stocks are correcting while downstream AI stocks, including the Ethereum ETF $ETHA, are gaining.
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1/ As the AI 'bottleneck' stocks correct, the downstream stocks are gaining on an absolute basis: - bottlenecks $SMH $DRAM - downstream $MAGS $IGV - AI downstream $ETHA ethereum:native
@fundstrat
Jul 17, 2026
1/ As the AI 'bottleneck' stocks correct, the downstream stocks are gaining on an absolute basis: - bottlenecks $SMH $DRAM - downstream $MAGS $IGV - AI downstream $ETHA ethereum:native
@fundstrat
Jul 17, 2026