faikir
reacted to and commented on
$NVIDIA (NVDA.US)$ this movement is bs what scam market
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$Micron Technology (MU.US)$ yes go home bye2
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faikir
voted
🔴 Hot Topic One: Semiconductor Super Week —— Historic surge in MU/INTC/AMD, reigniting the AI hardware narrative ★★★★★
▸ Core Logic: AI data center capital expenditures remain high, extending visibility for memory/logic chip demand into the second half of the year, driving double-digit weekly gains in MU/INTC/AMD. However, there’s a counterintuitive signal here:NVDA rose only +1.75%, while the undervalued INTC/AMD took the lead— Funds chose a 'catch-up logic' in the face of high valuations among computing leaders. Even more glaring is CRWV (AI cloud computing) plunging -11.4% on the same day, indicating the market is starting to stratify within 'AI beneficiaries':Hardware infrastructure layers are being chased, but the monetization path of computing service providers is under scrutiny. Taiwan Semiconductor's concurrent rise further proves this is global AI computing capital expenditure pricing, rather than an isolated US stock event.
▸ Key price:
$Micron Technology (MU.US)$ MU 646.63→774.70(+19.8%, after-hours continuing new highs) |
$Intel (INTC.US)$ INTC 109.62→127.15(+16%) |
$Advanced Micro Devices (AMD.US)$ AMD 408.46→458.00(+12.1%) |
$CoreWeave (CRWV.US)$C...
▸ Core Logic: AI data center capital expenditures remain high, extending visibility for memory/logic chip demand into the second half of the year, driving double-digit weekly gains in MU/INTC/AMD. However, there’s a counterintuitive signal here:NVDA rose only +1.75%, while the undervalued INTC/AMD took the lead— Funds chose a 'catch-up logic' in the face of high valuations among computing leaders. Even more glaring is CRWV (AI cloud computing) plunging -11.4% on the same day, indicating the market is starting to stratify within 'AI beneficiaries':Hardware infrastructure layers are being chased, but the monetization path of computing service providers is under scrutiny. Taiwan Semiconductor's concurrent rise further proves this is global AI computing capital expenditure pricing, rather than an isolated US stock event.
▸ Key price:
$Micron Technology (MU.US)$ MU 646.63→774.70(+19.8%, after-hours continuing new highs) |
$Intel (INTC.US)$ INTC 109.62→127.15(+16%) |
$Advanced Micro Devices (AMD.US)$ AMD 408.46→458.00(+12.1%) |
$CoreWeave (CRWV.US)$C...
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faikir
liked
$NVIDIA (NVDA.US)$ Time to wash up and go to bed, there's no hope for it to rise again
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faikir :