What a difference a day makes... or maybe a few months...
Let's talk about chip stocks. No, not potato chips, stuff like $NVIDIA(NVDA)$, $Advanced Micro Devices(AMD)$ and the others mentioned like $Broadcom(AVGO)$.
Six months ago, according to analysts these were totally over priced, the bubble was about to burst, the sky is falling. Oh my really! AI was also a bubble. Hmm. I find it fascinating that analysts can say whatever they want, without any implications, meanwhile the CEOs of companies WILL be held accountable if they talk rubbish.
My advice, yes my advice not an investment advisor or a CA, but I don't listen to the sheep of Wall Street, that can say whatever, with no consequences. I listen to the CEos who are accountable for what they say
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For these silicon delights, I recommend pairing with a bold red — perhaps a tech-savvy Cabernet Sauvignon. Something with enough structure to handle the volatility and a finish as long as Nvidia's bull run. 🍷📈
Cheers to chips and sips! [Cool]
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