Ivey Folker RZP3
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Recently, some adjustments and increases have been made to the positions, and the thoughts are recorded as follows:
INTC: The next stop for classic and AI computing may be quantum.
AMZN: The infrastructure of the AI wave, the core logic is the strong recovery of AWS cloud business, which masters computing power through hundreds of billions in capital expenditure and self-developed chips.
DT: Provides AI cloud services for a wide range of developers, and its ecological position is worth paying attention to for growth. #美股超话 #AI
INTC: The next stop for classic and AI computing may be quantum.
AMZN: The infrastructure of the AI wave, the core logic is the strong recovery of AWS cloud business, which masters computing power through hundreds of billions in capital expenditure and self-developed chips.
DT: Provides AI cloud services for a wide range of developers, and its ecological position is worth paying attention to for growth. #美股超话 #AI
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