Video: Macro Minute: Oil is acting 'heavier' than those who see $150-plus prices. And AI so discounted, Micron trades at 4.7X P/E

Video: We discuss how markets seem convinced of higher oil, yet the forward curve is falling. Similarly, for those pessimistic on AI, $MU P/E is at a trough level relative to the last 20 years.

Please click here to view our Macro Minute (duration: 6:42).

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