Postaus

AMD joining Nvidia, Broadcom and TSMC above $1T makes the rally broader, but not yet broad-based. The next test is whether enthusiasm around AI inference and agents such as Meta's Muse becomes real CPU and server-chip orders. If earnings follow, Intel, Arm and Qualcomm may gain a stronger rerating case; if not, this remains a valuation-led rotation. NFA. #AMD1TChipStocksRally