@koolgal:🌟🌟🌟Google I/O 2026 showcase the latest technological advances of $Alphabet(GOOG)$ and reinforces my strong conviction of why I invest in this amazing tech giant. From Gemini Spark, TPU 8i to Android XR intelligent eyewear, Google is the heart of the AI revolution. Wall Street Analysts have given Google a Strong Buy with the consensus price target at USD 431.12 vs the last closing price of USD 384.90. So if you have not invested in Google yet, it is time to buy! @Tiger_comments @TigerStars @Tiger_SG
@ARKK Investment Tracker:ARKK Investment Tracker position change: Decreased position in Meta Platforms, Inc. by 45,806 shares, the number of shares held decreased 38.55% compared to the previous period and now represents 0.64% of the total position.
@Mrrusty:$iShares Semiconductor ETF(SOXX)$ after micron went parabolic, many folks advised to trim. riding on the Agentic AI craze, I think the demand for semiconductor chips will be high, especially AI memory related. Will continue to hug $SOXX for now.
@koolgal:🌟🌟The global tech landscape has just shifted on its axis with Jensen Huang, a last minute passenger on Air Force One. The real art of the deal is now being written in leather jackets. $NVIDIA(NVDA)$ 's Chinese market share has collapsed from 95% to near zero over the last 2 years due to US export restrictions. The big question is: will there be an AI export relaxation now? I am not holding my breath on US transfering its top tier AI technology. But I expect there maybe a compromise unblocking the H200 generation chips. A win here would be allowing NVIDIA to export older tier chips in exchange for relaxation of rare earth exports to the US. How will NVIDIA perform? Bull Case: Even a minor breakthrough to allow shipping of custom compliant chips w
@NicoleWong:$英特爾(INTC)$Intel is being repriced as an AI Infrastructure player Data Center & AI: +$5.7B (+33.7%) Foundry: +$4.4B (+24.4%) Client Computing -$0.2B Intel is adding nearly +10B in AI-driven growth, the stock soared +24% on Friday.