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 Hits All-Time High Above $4000! AI Nearly Doubles Profits?

AMD (AMD) extended its rally to a record $421.39, gaining 18.61%, after Q1 results showed AI-driven profit growth nearly doubling and revenue rising 38%, beating across the board. The multi-vendor trend — with AWS, Azure, and GCP expanding AMD GPU procurement — was firmly confirmed, while MI300X datacenter GPU ramp speed is seen as the key variable for continued outperformance next quarter. Institutions are broadly raising price targets. With AMD up over 37% in two sessions, where is the next target after this all-time high?

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AI Nearly Doubles Profits?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c03d964bec3e4a81b8ca14956b31b851}&rnconfig={\"headerBarHidden\": true}","description":"AMD (AMD) extended its rally to a record $421.39, gaining 18.61%, after Q1 results showed AI-driven profit growth nearly doubling and revenue rising 38%, beating across the board. The multi-vendor trend — with AWS, Azure, and GCP expanding AMD GPU procurement — was firmly confirmed, while MI300X datacenter GPU ramp speed is seen as the key variable for continued outperformance next quarter. Institutions are broadly raising price targets. With AMD up over 37% in two sessions, where is the next target after this all-time high?","image":"https://community-static.tradeup.com/news/a4f32bd7d776c272858683e57db0ca8e"}],"images":[],"coverImages":[],"title":"","html":"<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>","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":476,"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"}