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Chip Stocks under AI Bubble: It's all about narrative
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With NVIDIA's first-quarter results and guidance exceeding expectations, the company caused a stir on Wall Street, resulting in a 26% jump i もっと見る
With NVIDIA's first-quarter results and guidance exceeding expectations, the company caused a stir on Wall Street, resulting in a 26% jump in stock prices during Thursday morning's trading. Chip makers tied to the AI boom saw a surge in stock prices. Advanced Micro Devices, TSMC, Marvell, Micron, and ASML saw increases of up to 12%. Conversely, concerns about losing data center market share led to Intel falling over 5%.

The crucial point to consider is whether the current trajectory of data centers marks a significant shift towards generative artificial intelligence, or if it's merely a temporary surge fueled by hype. After all, there are still risks in investing in chip makers with the cyclicality of the semiconductor industry and intense competition from well-capitalized peers.

The Total Addressable Market (TAM) estimates provided by NVIDIA:
Let's talk:
1) Do you see the impact of AI on chip stocks as an opportunity or a danger?
2) Do you think AI will drive a cycle inflection point in the semiconductor industry?
3) Where do you see long-term opportunities for chip makers?

Rewards:
Every mooer participate in above topic and post relevant contents will get 200 points!
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