$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ If the market doesn't react positively to this, I'm not sure what more it wants to see from the hardware side. Margins are improving, revenue is growing, and backlogs stretch for days — even from the weaker segments. Sure, the party will eventually stop, but it doesn't feel like that moment is now.
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