🌟I believe that Semiconductor

🌟I believe that Semiconductors & AI infrastructure are growing faster than AI Cloud Services. While AI Cloud is seeing a massive multi year re-acceleration, the hardware layer is experiencing a surge driven by record breaking Capex from those cloud providers.

AI Semiconductors' growth rate in 2025/2026 is 65% to 75%. This is due to extreme demand for Blackwell/Rubin GPUs, custom ASICs & High Bandwidth Memory (HBM).

AI Cloud Services' growth rate is 24% to 50% as enterprises are moving from AI pilots to full production workloads across Azure, AWS & Google Cloud.

So I would dollar cost average $NVIDIA(NVDA)$ as it has a dominant share of 86% to 90% of the AI data centre market.

With gross margins at an amazing 71 to 75%, NVIDIA operates with a level of pricing power that its competitors find hard to match.

I like NVIDIA's dominant margins, proven software moat & strong earnings. It is my top choice to capture this fantastic growth.

@Tiger_comments @TigerStars @Tiger_SG

Modified in.08:33

Nvidia Back to $200! New High Coming?

Nvidia is back to $200 again. TSM's Q1 earnings confirmed robust AI compute demand, while broader market record highs provided macro tailwinds for NVDA. Will you take profits at $200 or bullish on new highs coming?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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They can reap bountiful rewards, 🚀🚀🚀🌛🌛🌛","winRationPercentage":77.094972,"tradeVolumeEst":0},"themes":[{"themeId":"eb52dd9276c642828fb2416c9ddbc897","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Nvidia Back to $200! New High Coming?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":eb52dd9276c642828fb2416c9ddbc897}&rnconfig={\"headerBarHidden\": true}","description":"Nvidia is back to $200 again. TSM's Q1 earnings confirmed robust AI compute demand, while broader market record highs provided macro tailwinds for NVDA. \nWill you take profits at $200 or bullish on new highs coming?","image":"https://community-static.tradeup.com/news/eede1af8088e929b2944caeab39a2db8"}],"images":[{"img":"https://community-static.tradeup.com/news/d89af52162b6923897b00be8f64b26fb"},{"img":"https://community-static.tradeup.com/news/d89af52162b6923897b00be8f64b26fb","width":"0","height":"0"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/d89af52162b6923897b00be8f64b26fb"}],"title":"","html":"<html><head></head><body>🌟I believe that Semiconductors &amp; AI <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993163847272030208&amp;word=infrastructure\">infrastructure</a> are growing faster than AI Cloud Services. While AI Cloud is seeing a massive multi year re-acceleration, the hardware layer is experiencing a surge driven by record breaking Capex from those <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993388844993273856&amp;word=cloud providers\">cloud providers</a>.\n\nAI Semiconductors' <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993164699529011200&amp;word=growth rate\">growth rate</a> in 2025/2026 is 65% to 75%. This is due to extreme demand for <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993353757949583360&amp;word=Blackwell\">Blackwell</a>/<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993375807418720256&amp;word=Rubin\">Rubin</a> <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993252881838792704&amp;word=GPUs\">GPUs</a>, custom <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993253100542386176&amp;word=ASICs\">ASICs</a> &amp; High Bandwidth Memory (<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993117571431686144&amp;word=HBM\">HBM</a>).\nAI Cloud Services' growth rate is 24% to 50% as enterprises are moving from AI pilots to full production workloads across <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993111901546373120&amp;word=Azure\">Azure</a>, <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993350658434424832&amp;word=AWS\">AWS</a> &amp; Google Cloud.\nSo I would dollar cost average <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>as it has a dominant share of 86% to 90% of the AI data centre market.&nbsp;\nWith gross margins at an amazing 71 to 75%, NVIDIA operates with a level of pricing power that its competitors find hard to match.\nI like NVIDIA's dominant margins, proven software moat &amp; strong earnings. It is my top choice to capture this fantastic growth.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/d89af52162b6923897b00be8f64b26fb\"></t-t><img src=\"https://community-static.tradeup.com/news/d89af52162b6923897b00be8f64b26fb\" tg-width=\"0\" tg-height=\"0\"></body></html>","htmlText":"<html><head></head><body>🌟I believe that Semiconductors &amp; AI <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993163847272030208&amp;word=infrastructure\">infrastructure</a> are growing faster than AI Cloud Services. While AI Cloud is seeing a massive multi year re-acceleration, the hardware layer is experiencing a surge driven by record breaking Capex from those <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993388844993273856&amp;word=cloud providers\">cloud providers</a>.\n\nAI Semiconductors' <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993164699529011200&amp;word=growth rate\">growth rate</a> in 2025/2026 is 65% to 75%. This is due to extreme demand for <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993353757949583360&amp;word=Blackwell\">Blackwell</a>/<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993375807418720256&amp;word=Rubin\">Rubin</a> <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993252881838792704&amp;word=GPUs\">GPUs</a>, custom <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993253100542386176&amp;word=ASICs\">ASICs</a> &amp; High Bandwidth Memory (<a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993117571431686144&amp;word=HBM\">HBM</a>).\nAI Cloud Services' growth rate is 24% to 50% as enterprises are moving from AI pilots to full production workloads across <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993111901546373120&amp;word=Azure\">Azure</a>, <a href=\"https://ttm.financial/J/showDialog/word_explain?id=1993350658434424832&amp;word=AWS\">AWS</a> &amp; Google Cloud.\nSo I would dollar cost average <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>as it has a dominant share of 86% to 90% of the AI data centre market.&nbsp;\nWith gross margins at an amazing 71 to 75%, NVIDIA operates with a level of pricing power that its competitors find hard to match.\nI like NVIDIA's dominant margins, proven software moat &amp; strong earnings. It is my top choice to capture this fantastic growth.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/d89af52162b6923897b00be8f64b26fb\"></t-t><img src=\"https://community-static.tradeup.com/news/d89af52162b6923897b00be8f64b26fb\" tg-width=\"0\" tg-height=\"0\"></body></html>","text":"🌟I believe that Semiconductors & AI infrastructure are growing faster than AI Cloud Services. While AI Cloud is seeing a massive multi year re-acceleration, the hardware layer is experiencing a surge driven by record breaking Capex from those cloud providers. AI Semiconductors' growth rate in 2025/2026 is 65% to 75%. This is due to extreme demand for Blackwell/Rubin GPUs, custom ASICs & High Bandwidth Memory (HBM). AI Cloud Services' growth rate is 24% to 50% as enterprises are moving from AI pilots to full production workloads across Azure, AWS & Google Cloud. So I would dollar cost average $NVIDIA(NVDA)$ as it has a dominant share of 86% to 90% of the AI data centre market. With gross margins at an amazing 71 to 75%, NVIDIA operates with a level of pricing power that its competitors find hard to match. I like NVIDIA's dominant margins, proven software moat & strong earnings. It is my top choice to capture this fantastic growth. @Tiger_comments @TigerStars @Tiger_SG","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/556517516227184","repostId":0,"isVote":1,"tweetType":1,"viewCount":79,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":820,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/556517516227184"}