I’m broadly aligned with Wall

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Shyon
08-25 18:00

I’m broadly aligned with Wall Street’s bullish AI view, but I don’t think every upgrade means it’s time to chase. I’m watching $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Micron Technology(MU)$ and $Advanced Micro Devices(AMD)$ most closely, with earnings growth and cash flow being the key factors.

I’m particularly interested in Micron Technology because AI demand is increasingly a memory and HBM story, not just a GPU story. Broadcom(AVGO) also looks attractive with its custom AI accelerators and networking exposure.

Overall, I think the AI cycle is spreading across chips, memory, networking and cloud infrastructure. The biggest opportunity may come from companies that are still underappreciated despite benefiting directly from this spending cycle. I’d rather accumulate quality names on pullbacks than chase them after analyst upgrades and strong rallies.

@TigerStars @TigerClub @Tiger_comments @Capital_Insights

# 💰Stocks to watch today?(26 August）

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winzy
·08-25 18:52
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HBM capacity is the part people still underestimate. Micron and Broadcom both benefit if supply stays tight and custom AI demand keeps broadening beyond GPUs
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- Shyon:
  Thanks for the useful indo
  13:32
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- Shyon:
  info*
  13:32
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华尔街正版日报
·08-25 22:00
TOP
博通可以不用考虑了，弱的一批，开空还差不多
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- Shyon:
  [Cool] [Cool] [Cool]
  08-25 22:56
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icycrystal
·13:04
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thanks for sharing
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- Shyon:
  awww thanks
  13:31
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","winRationPercentage":67.567568,"tradeVolumeEst":0},"themes":[{"themeId":"470d3ab575ca43caaed8156645b7ccbe","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"💰Stocks to watch today?(26 August）","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":470d3ab575ca43caaed8156645b7ccbe}&rnconfig={\"headerBarHidden\": true}","description":"1. What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[{"img":"https://community-static.tradeup.com/news/2e4f7740db5c7379e5ea0abb10075d00"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/2e4f7740db5c7379e5ea0abb10075d00"}],"title":"","html":"<html><head></head><body>I’m broadly aligned with Wall Street’s bullish AI view, but I don’t think every upgrade means it’s time to chase. I’m watching <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>,<a href=\"https://ttm.financial/S/AVGO\"> $Broadcom(AVGO)$ </a> , <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>and<a href=\"https://ttm.financial/S/AMD\"> $Advanced Micro Devices(AMD)$ </a> most closely, with earnings growth and cash flow being the key factors.\n\nI’m particularly interested in Micron Technology because AI demand is increasingly a memory and HBM story, not just a GPU story. Broadcom(AVGO) also looks attractive with its custom AI accelerators and networking exposure.\nOverall, I think the AI cycle is spreading across chips, memory, networking and cloud infrastructure. The biggest opportunity may come from companies that are still underappreciated despite benefiting directly from this spending cycle. I’d rather accumulate quality names on pullbacks than chase them after analyst upgrades and strong rallies.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667668165440\"> @Capital_Insights </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/2e4f7740db5c7379e5ea0abb10075d00\"></t-t></body></html>","htmlText":"<html><head></head><body>I’m broadly aligned with Wall Street’s bullish AI view, but I don’t think every upgrade means it’s time to chase. I’m watching <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>,<a href=\"https://ttm.financial/S/AVGO\"> $Broadcom(AVGO)$ </a> , <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a>and<a href=\"https://ttm.financial/S/AMD\"> $Advanced Micro Devices(AMD)$ </a> most closely, with earnings growth and cash flow being the key factors.\n\nI’m particularly interested in Micron Technology because AI demand is increasingly a memory and HBM story, not just a GPU story. Broadcom(AVGO) also looks attractive with its custom AI accelerators and networking exposure.\nOverall, I think the AI cycle is spreading across chips, memory, networking and cloud infrastructure. The biggest opportunity may come from companies that are still underappreciated despite benefiting directly from this spending cycle. I’d rather accumulate quality names on pullbacks than chase them after analyst upgrades and strong rallies.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667668165440\"> @Capital_Insights </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/2e4f7740db5c7379e5ea0abb10075d00\"></t-t></body></html>","text":"I’m broadly aligned with Wall Street’s bullish AI view, but I don’t think every upgrade means it’s time to chase. I’m watching $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Micron Technology(MU)$ and $Advanced Micro Devices(AMD)$ most closely, with earnings growth and cash flow being the key factors. 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[Cool] [Cool]","text":"[Cool] [Cool] [Cool]","html":"[Cool] [Cool] [Cool]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":600815972069840,"commentId":"600815972069840","gmtCreate":1787720650782,"gmtModify":1787720965205,"authorId":4132300740238052,"author":{"id":4132300740238052,"idStr":"4132300740238052","authorId":4132300740238052,"name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":600515661787792,"objectIdStr":"600515661787792","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing","likeSize":1,"commentSize":1,"subComments":[{"id":600823081669488,"commentId":"600823081669488","gmtCreate":1787722309154,"gmtModify":1787722585529,"authorId":3581734406950755,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 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