To The Moon

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ By 2025, AI inference demand will account for over 70% of the total computing demand for general artificial intelligence, even several times higher than training demand, which will reshape the ASIC and GPU market landscape. Broadcom ASIC has made a name for itself in the inference market, competing and collaborating with Nvidia GPU. Both parties have conducted in-depth research in their respective fields, promoting the global promotion of AI technology and injecting vitality into the industry.The complex situation of the chip stoc

$Advanced Micro Devices(AMD)$ Nowadays, the new generation of people who buy computers buy those with Amd CPUs, and this consumption behavior is already very obvious[Smile]

$NVIDIA(NVDA)$ Nvidia plans to build an overseas headquarters in Taiwan, China, China！

$SMIC(00981)$ Hold on, hold on, tomorrow will continue to rise slowly

$Broadcom(AVGO)$ Not to mention anything else, if Nvidia wants to make customized chips, it's a piece of cake. They don't even like it and pursue comprehensive development

$Advanced Micro Devices(AMD)$ If this wave can fall to 112, it would be a great time to add positions. Unfortunately, personal positions are no longer sufficient to support any space for adding positions around 120. The market will slowly fluctuate upwards, and then take off around mid January when the financial report rebounds. The previous criticism of this stock was a joke because you are not cutting meat and the comment section is not creating panic. Institutions will continue to explore and grind downwards. I am heavily invested in AMD and currently have a significant cost loss of 137, with 40% of the bullets remaining. All other stocks have taken profits or closed their positions at cost, and AMD is i

$Alibaba(BABA)$ The country encourages patient capital, are you patient enough

$Apple(AAPL)$ Slow Bulls are really scary. Buffett missed a billion

$NVIDIA(NVDA)$ The current stock price is just an early response to the landing of FSD and robotaxi applications. When these two applications are implemented, Tesla's car sales are bound to grow steadily. Who wouldn't want to try the world's latest technology applications? Let's estimate how much valuation is reasonable. 2 trillion yuan is not enough for Tesla, 3 trillion yuan can only be reasonable

$Broadcom(AVGO)$ As AI models shift from the pre training stage to the logical reasoning stage, specialized chips represented by ASICs may gradually replace general-purpose chips represented by GPUs and become the "new favorite" of major AI companies[Smile][666]