Rubin — A Tradable Bottom May Be in Place

The AI build-out has had a brutal month.

Pattern alerts

• MUhbm-memory-double-bottom-july-and-october-lows-plus-7-percent-off-the-secondBULLISH

• COHRhigh-speed-interconnects-double-bottom-second-low-2-9-percent-above-julyBULLISH

• CDNSeda-and-chip-ip-flat-on-the-month-while-rubin-lost-13-percentBULLISH

• MSFTcapex-guidance-tonight-is-rubin-revenueNEUTRAL

Inside our Rubin Build-Out index, an equal-weight b…