$Arbe Robotics Ltd.(ARBE)$ $NVIDIA(NVDA)$ This looks very positive for sensor suppliers already approved on the Hyperion 10 sensor ecosystem. I recall pointing out that NVIDIA would be pushing OEMs to standardize their sensor suite. That seems to be playing out.
$Advanced Micro Devices(AMD)$ Just consolidating for now, waiting for the next move. All these fake news articles get a bit boring. While chasers keep chasing, options traders end up losing. Real investors just hold the gold and make the money moves.
$Microsoft(MSFT)$ AI script for the win today. The ABCD pattern on the daily points to a 550 target into the EOY, with a break above the 515 area, alongside time, price, and volume. Traders will trade while posers post charts all day.
$ARM Holdings(ARM)$ AI or no AI, companies still need ARM. That's the part bears keep missing. Smartphones. Cloud servers. Automotive. Edge devices. IoT. Data centers. ARM architecture is embedded across the entire technology ecosystem. AI is the accelerator, not the entire thesis. If AI spending keeps exploding, ARM wins. If AI cools off, companies still need faster, more efficient chips. That's what makes ARM different. It's not just an AI trade. It's an everything-compute trade. The world keeps demanding more compute, more efficiency and lower power consumption. ARM gets paid either way.
$Advanced Micro Devices(AMD)$ Looks like big players will lean on Anthropic and OpenAI headlines to move things around. Max pain for the upcoming week is at $435, and with triple witching Friday coming up there could be a good opportunity to buy this week.
$Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $NVIDIA(NVDA)$ Hyperscalers likely benefit if AI advancement slows down. Capex would decrease, which is exactly what investors have been hoping for. Cash flow would improve, and smaller players dropping out would make them more profitable earlier than planned. At the same time, development probably can't slow down because of the risk of losing to China, since they likely wouldn't follow any rules if they were established. So it looks like a
What stock will you actually hold until 2030? For me, $Advanced Micro Devices(AMD)$ and $SoFi Technologies Inc.(SOFI)$ are easy long-term holds. They still have years of major EPS scaling ahead with solid business models — the chance of failing is small while the upside is high.