$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $SUPER MICRO COMPUTER INC(SMCI)$ A few decent catalysts are lined up for the next session. Trump and Xi haven't come to blows. Iran is starting to offer options around reopening the Strait of Hormuz. Agentic AI is also pushing for more memory and CPU compute. This looks like it could mark phase 2 of the AI buildout.
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- VivianChua·09-26Nice 💚💚💚LikeReport