Demand for chips will only get

Demand for chips will only get stronger. I believe Nvidia will break to new highs as it still has the most sophisticated chips. The main limitation is its cost and ability to meet the demand within the stipulated timeframe that its buyers have.

Tesla’s AI infrastructure spending will definitely be one of the many factors supporting the AI rally but there are many other buyers and demand to support the AI rally.

AMD breaking $300 is a good sign, demonstrating that demand is going strong and the market is beyond Nvidia. The chip supply is still clearly behind demand and I believe this situation will last for a number of years especially with the exponential increase in use cases with many trying to get onto the bandwagon.

I personally like Nvidia and Taiwan semiconductor but for a busy investor like me who does not make a lot of time to keep studying every single company, I have always preferred ETFs and for me, SMH is great for me!

AMD Breaks $300: Is AMD the Next Nvidia?

AMD surged 6.67% through the $300 level as expanding AI partner ecosystems prompted markets to reassess its strategic positioning in AI chips, with MI-series GPU penetration in mid-range compute deployments increasingly priced in. Micron's concurrent 8%-plus rally reinforced broad semiconductor sector momentum, further validating the AI infrastructure buildout cycle. The $300 breakout carries technical significance, but same-day media warnings highlight three AI chipmakers with greater upside than AMD. Has the risk/reward at current levels begun to narrow?

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The main limitation is its cost and ability to meet the demand within the stipulated timeframe that its buyers have. \n \n \n \nTesla’s AI infrastructure spending will definitely be one of the many factors supporting the AI rally but there are many other buyers and demand to support the AI rally. \n \n \n \nAMD breaking $300 is a good sign, demonstrating that demand is going strong and the market is beyond Nvidia. The chip supply is still clearly behind demand and I believe this situation will last for a number of years especially with the exponential increase in use cases with many trying to get onto the bandwagon. \n \n \n \nI personally like Nvidia and Taiwan semiconductor but for a busy investor like me who does not make a lot of time to keep studying every single company, I have always preferred ETFs and for me, SMH is great for me!</body></html>","htmlText":"<html><head></head><body>Demand for chips will only get stronger. I believe Nvidia will break to new highs as it still has the most sophisticated chips. The main limitation is its cost and ability to meet the demand within the stipulated timeframe that its buyers have. \n \n \n \nTesla’s AI infrastructure spending will definitely be one of the many factors supporting the AI rally but there are many other buyers and demand to support the AI rally. \n \n \n \nAMD breaking $300 is a good sign, demonstrating that demand is going strong and the market is beyond Nvidia. The chip supply is still clearly behind demand and I believe this situation will last for a number of years especially with the exponential increase in use cases with many trying to get onto the bandwagon. \n \n \n \nI personally like Nvidia and Taiwan semiconductor but for a busy investor like me who does not make a lot of time to keep studying every single company, I have always preferred ETFs and for me, SMH is great for me!</body></html>","text":"Demand for chips will only get stronger. I believe Nvidia will break to new highs as it still has the most sophisticated chips. The main limitation is its cost and ability to meet the demand within the stipulated timeframe that its buyers have. Tesla’s AI infrastructure spending will definitely be one of the many factors supporting the AI rally but there are many other buyers and demand to support the AI rally. AMD breaking $300 is a good sign, demonstrating that demand is going strong and the market is beyond Nvidia. The chip supply is still clearly behind demand and I believe this situation will last for a number of years especially with the exponential increase in use cases with many trying to get onto the bandwagon. I personally like Nvidia and Taiwan semiconductor but for a busy investor like me who does not make a lot of time to keep studying every single company, I have always preferred ETFs and for me, SMH is great for me!","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/557746134130888","repostId":0,"isVote":1,"tweetType":1,"viewCount":198,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["YMAG","OND","MAGY","CHAT","AIPO","AGIX","ARTY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":777,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/557746134130888"}