I think C is the best choice.
AI models may slow down because of safety concerns, but AI still needs:
Chips: AMD, NVIDIA
Memory: SK hynix, SanDisk, Micron
Data centers: CoreWeave
Power: Bloom Energy
Even if new AI models develop more slowly, existing AI systems still need huge amounts of computing power, memory, data centers and electricity.
The $315 million options trade is a positive signal, but I would not blindly follow it. We don't know the full strategy behind those trades.
What I would do
Long term: Stay bullish on AI infrastructure.
Short term: Be careful. Triple Witching and high valuations can create big price swings.
I would rather buy strong companies during pullbacks than chase stocks after a big rise.
Bottom line:
AI development may slow, but AI infrastructure still has a long-term growth story.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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- village5576·09-15 18:22Hardware demand is the sturdier part, but inventory days and capex deceleration can hit this trade faster than people think1Report