That said, I do not think this rally is purely about AI. CRWD and RBRK highlight rising cybersecurity demand, while VLO and MPC benefit from different energy and refining catalysts. I like seeing broader market participation rather than relying on one single theme.
If I had to choose one from this list, I would put $Advanced Micro Devices(AMD)$ on my watchlist. I would not chase new highs, though. I prefer collecting quality companies gradually on meaningful pullbacks and letting the long-term fundamentals play out.
@TigerClub @TigerStars @WallStreet_Tiger @Tiger_comments @TigerPicks
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- 1PC·09-22 23:21TOPNice Sharing 😁 @Aqa @JC888 @Barcode @koolgal @DiAngel @Shernice軒嬣 20001Report
- Juliaaa11·09-22 20:43TOPAMD might benefit, but the market already priced in years of AI upside. Chasing near highs here feels like volunteering to hold the bag lolLikeReport