Innlegg
Birdie_OKX
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
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