Sharing from my read from Stoc-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Sharing from my read from Stocktoearn:

Bank of America, through analyst Vivek Arya, projects that global semiconductor sales will exceed $1 trillion in 2026, driven by the AI boom.

Here are the 6 stocks they highlighted as their “Top 6 for 2026” that are expected to lead the $1 trillion surge across the AI value chain in 2026:

1. Nvidia (NVDA): The dominant leader in AI accelerators (GPUs) for training and inference. Its powerful GPUs and comprehensive CUDA software platform are considered the industry standard and “brain” powering the vast majority of current generative AI models and data centers.

2. Broadcom (AVGO): A key player in custom Application-Specific Integrated Circuits (ASICs) for hyperscalers like Google and Meta.

3. Lam Research (LRCX): A semiconductor equipment maker benefiting from the need for advanced wafer fabrication tools.

4. KLA Corporation (KLAC): A supplier of process control and inspection equipment essential for complex chip manufacturing.

5. Analog Devices (ADI): A provider of essential components for power management, signal processing, and data conversion in AI infrastructure.

6. Cadence Design Systems (CDNS): A leader in Electronic Design Automation (EDA) software, which is critical for designing next-generation chips.

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":522899602956400,"tweetId":"522899602956400","gmtCreate":1768696218764,"gmtModify":1768702720240,"author":{"id":3575196385895354,"idStr":"3575196385895354","authorId":3575196385895354,"authorIdStr":"3575196385895354","name":"Cedric77","avatar":"https://static.tigerbbs.com/e5ee082b05004f20d3486afedee30814","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.15","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":222,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Sharing from my read from Stocktoearn:</p>\n<p>Bank of America, through analyst Vivek Arya, projects that global semiconductor sales will exceed $1 trillion in 2026, driven by the AI boom.</p>\n<p>Here are the 6 stocks they highlighted as their “Top 6 for 2026” that are expected to lead the $1 trillion surge across the AI value chain in 2026:</p>\n<p>1. Nvidia (NVDA): The dominant leader in AI accelerators (GPUs) for training and inference. Its powerful GPUs and comprehensive CUDA software platform are considered the industry standard and “brain” powering the vast majority of current generative AI models and data centers.</p>\n<p>2. Broadcom (AVGO): A key player in custom Application-Specific Integrated Circuits (ASICs) for hyperscalers like Google and Meta.</p>\n<p>3. Lam Research (LRCX): A semiconductor equipment maker benefiting from the need for advanced wafer fabrication tools.</p>\n<p>4. KLA Corporation (KLAC): A supplier of process control and inspection equipment essential for complex chip manufacturing.</p>\n<p>5. Analog Devices (ADI): A provider of essential components for power management, signal processing, and data conversion in AI infrastructure.</p>\n<p>6. Cadence Design Systems (CDNS): A leader in Electronic Design Automation (EDA) software, which is critical for designing next-generation chips.</p></body></html>","htmlText":"<html><head></head><body><p>Sharing from my read from Stocktoearn:</p>\n<p>Bank of America, through analyst Vivek Arya, projects that global semiconductor sales will exceed $1 trillion in 2026, driven by the AI boom.</p>\n<p>Here are the 6 stocks they highlighted as their “Top 6 for 2026” that are expected to lead the $1 trillion surge across the AI value chain in 2026:</p>\n<p>1. Nvidia (NVDA): The dominant leader in AI accelerators (GPUs) for training and inference. Its powerful GPUs and comprehensive CUDA software platform are considered the industry standard and “brain” powering the vast majority of current generative AI models and data centers.</p>\n<p>2. Broadcom (AVGO): A key player in custom Application-Specific Integrated Circuits (ASICs) for hyperscalers like Google and Meta.</p>\n<p>3. Lam Research (LRCX): A semiconductor equipment maker benefiting from the need for advanced wafer fabrication tools.</p>\n<p>4. KLA Corporation (KLAC): A supplier of process control and inspection equipment essential for complex chip manufacturing.</p>\n<p>5. Analog Devices (ADI): A provider of essential components for power management, signal processing, and data conversion in AI infrastructure.</p>\n<p>6. Cadence Design Systems (CDNS): A leader in Electronic Design Automation (EDA) software, which is critical for designing next-generation chips.</p></body></html>","text":"Sharing from my read from Stocktoearn: Bank of America, through analyst Vivek Arya, projects that global semiconductor sales will exceed $1 trillion in 2026, driven by the AI boom. Here are the 6 stocks they highlighted as their “Top 6 for 2026” that are expected to lead the $1 trillion surge across the AI value chain in 2026: 1. Nvidia (NVDA): The dominant leader in AI accelerators (GPUs) for training and inference. Its powerful GPUs and comprehensive CUDA software platform are considered the industry standard and “brain” powering the vast majority of current generative AI models and data centers. 2. Broadcom (AVGO): A key player in custom Application-Specific Integrated Circuits (ASICs) for hyperscalers like Google and Meta. 3. Lam Research (LRCX): A semiconductor equipment maker benefiting from the need for advanced wafer fabrication tools. 4. KLA Corporation (KLAC): A supplier of process control and inspection equipment essential for complex chip manufacturing. 5. Analog Devices (ADI): A provider of essential components for power management, signal processing, and data conversion in AI infrastructure. 6. Cadence Design Systems (CDNS): A leader in Electronic Design Automation (EDA) software, which is critical for designing next-generation chips.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/522899602956400","repostId":0,"isVote":1,"tweetType":1,"viewCount":1,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","ADI.AU","KLAC","AVGO","ADI","LRCX","CDNS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1078,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/522899602956400"}