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AI players mixed signals: What's the way forward?
Tech stocks are closed for a strong finish last week, with the sector's May performance gaining steam on May 10. Show More
Tech stocks are closed for a strong finish last week, with the sector's May performance gaining steam on May 10. $Taiwan Semiconductor (TSM.US)$ April revenue jumped 60% year-on-year, boosting $NVIDIA (NVDA.US)$ shares.

$Arm Holdings (ARM.US)$ earnings shortfall and lower shipment forecast led to a 2.3% share decline. Additionally, $Intel (INTC.US)$ and $Qualcomm (QCOM.US)$ have suffered after the U.S. banned chip sales to Huawei, raising concerns about the impact on revenues. analyst has raised Nvidia's stock price target to $1,350, positioning it as a beacon of hope for the chip industry. As NVIDIA's earnings report looms on May 22, the question is whether it will surpass market expectations.

📑Discussion
1. Which stock has a brighter outlook, and will you adjust your AI chip stock holdings after recent shifts?
2. How do you view the current AI chip sector, and what is your investment strategy?

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