$iShares Semiconductor ETF(SOXX)$ this wave of semiconductor market waited! AI chip demand blowout, the global industrial chain recovery clear ~ although the valuation is not cheap, but the big cycle of scientific and technological innovation has just begun, hold the leader and other wind!
$Tempus AI(TEM)$ hits $100+, a new all-time high! AI is moving into real-world validation, with healthcare being a key field. Tempus’ smart acquisitions are perfectly integrating fragmented innovations. At $10B+, the ceiling is nowhere in sight. Let's ride with the "Stock God" to the next peak!
$Advanced Micro Devices(AMD)$ is on fire! Teaming up with OpenAI sent its stock soaring nearly 50% in three days, smashing past $230 for the first time ever. This nine-year high in gains shows AI momentum is unstoppable.
10B Answer for AVGO. Now, the Real Question: Scale = Profit?
$Broadcom(AVGO)$ has secured substantial demand confirmation from clients, particularly OpenAI: The company expects to ship approximately $10B worth of products to OpenAI in FY26Q3. Barring significant delays, this development will transform the "story" into "numbers." Management emphasized that rack-scale orders will compress gross margins but significantly amplify operating profit and earnings per share.Key Points at a GlanceManagement believes that the existing four mega-customers alone can "easily" achieve the lower bound of $90 billion in AI revenue by 2030, with even $120 billion within reach.OpenAI's $10 billion order is scheduled for shipment within the company's fiscal year FY26Q3, with a small portion potentially extending into Q4.Rack-b
$ACHR 20260116 10.0 CALL$ bought before the rumour and sold to get partial profits after the news.. it's also going down today.. should i wait or just sell the rest all? Anyone holding Drone related stocks? What do you guys think Tigers? #drone #winningtrades #profits #optionbuy #optioncall