For me, AI Compute & Infrastructure remains the most interesting theme. AMD,
$Cloudflare, Inc.(NET)$ and
$F5 Inc(FFIV)$ show that AI growth is expanding beyond GPUs into networking, security and application delivery. I am especially watching AMD because of its strong data-center growth, although expectations are also much higher now.
That said, I do not think this rally is purely about AI. CRWD and RBRK highlight rising cybersecurity demand, while VLO and MPC benefit from different energy and refining catalysts. I like seeing broader market participation rather than relying on one single theme.
If I had to choose one from this list, I would put $Advanced Micro Devices(AMD)$ on my watchlist. I would not chase new highs, though. I prefer collecting quality companies gradually on meaningful pullbacks and letting the long-term fundamentals play out.
@TigerClub @TigerStars @WallStreet_Tiger @Tiger_comments @TigerPicks
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