Demand for chips will only get

Demand for chips will only get stronger. I believe Nvidia will break to new highs as it still has the most sophisticated chips. The main limitation is its cost and ability to meet the demand within the stipulated timeframe that its buyers have.

Tesla’s AI infrastructure spending will definitely be one of the many factors supporting the AI rally but there are many other buyers and demand to support the AI rally.

AMD breaking $300 is a good sign, demonstrating that demand is going strong and the market is beyond Nvidia. The chip supply is still clearly behind demand and I believe this situation will last for a number of years especially with the exponential increase in use cases with many trying to get onto the bandwagon.

I personally like Nvidia and Taiwan semiconductor but for a busy investor like me who does not make a lot of time to keep studying every single company, I have always preferred ETFs and for me, SMH is great for me!

AMD Keeps Surging: Will It Replicate Micron's Explosive Breakout?

AMD rallied 4.55% today as markets position it as the next AI infrastructure breakout trade following Micron, with Samsung's HBM4E sample delivery and AI developer ecosystem expansion fueling the narrative. Ramp velocity of the MI-series accelerators at hyperscaler clients remains the critical validation point. Unlike Micron's HBM scarcity thesis, AMD must still prove its AI compute market share gains with hard data. In this AI infrastructure rotation, will AMD deliver its own 'Micron moment'?

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The chip supply is still clearly behind demand and I believe this situation will last for a number of years especially with the exponential increase in use cases with many trying to get onto the bandwagon. \n \n \n \nI personally like Nvidia and Taiwan semiconductor but for a busy investor like me who does not make a lot of time to keep studying every single company, I have always preferred ETFs and for me, SMH is great for me!</body></html>","htmlText":"<html><head></head><body>Demand for chips will only get stronger. I believe Nvidia will break to new highs as it still has the most sophisticated chips. The main limitation is its cost and ability to meet the demand within the stipulated timeframe that its buyers have. \n \n \n \nTesla’s AI infrastructure spending will definitely be one of the many factors supporting the AI rally but there are many other buyers and demand to support the AI rally. \n \n \n \nAMD breaking $300 is a good sign, demonstrating that demand is going strong and the market is beyond Nvidia. The chip supply is still clearly behind demand and I believe this situation will last for a number of years especially with the exponential increase in use cases with many trying to get onto the bandwagon. \n \n \n \nI personally like Nvidia and Taiwan semiconductor but for a busy investor like me who does not make a lot of time to keep studying every single company, I have always preferred ETFs and for me, SMH is great for me!</body></html>","text":"Demand for chips will only get stronger. I believe Nvidia will break to new highs as it still has the most sophisticated chips. The main limitation is its cost and ability to meet the demand within the stipulated timeframe that its buyers have. Tesla’s AI infrastructure spending will definitely be one of the many factors supporting the AI rally but there are many other buyers and demand to support the AI rally. AMD breaking $300 is a good sign, demonstrating that demand is going strong and the market is beyond Nvidia. The chip supply is still clearly behind demand and I believe this situation will last for a number of years especially with the exponential increase in use cases with many trying to get onto the bandwagon. I personally like Nvidia and Taiwan semiconductor but for a busy investor like me who does not make a lot of time to keep studying every single company, I have always preferred ETFs and for me, SMH is great for me!","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/557746134130888","repostId":0,"isVote":1,"tweetType":1,"viewCount":771,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["YMAG","OND","MAGY","CHAT","AIPO","AGIX","ARTY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":777,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/557746134130888"}