Read into the details. The Hyperscalers are spending. Big. And they will continue to do so for the next few years.
If you want to play safe, buy into the areas where they will be putting their money into.
Nividia stands at the too of the heap. Them comes the others like SKHynix, Samsung, AMD, AMAT, SMCI.
And don't forget the others which provide yhe supporting infrastructure products like Marvell and CoreWeath.
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