Something new came to light today, and I’m sharing it. TSMC has posted record sales. Good news, but there’s a twist. Nvidia’s GPU business is getting hit because there’s a shortage of HBM memory. Micron is benefiting from this—its bargaining power has increased. Demand for AI chips is there, but costs are also rising. If we talk about tech stocks, some companies have increased dividends by up to 212% in five years, with no issues. This is good news for long-term investors. Another thing to notice: Anthropic’s CEO has said that now we should slow down AI models a bit. And as Sam Altman said, they’re delaying the IPO for now due to safety concerns. Both major companies are thinking at their own pace. In my view, in the market now it’s not just growth—stability and safety matter too. For those playing the long game, these signals are important. What do you think—will there be a slowdown in the AI sector now, or is this just a temporary pause?

⚠️ Personal analysis, not financial advice.

#Trading #Binance #StockMarket #MarketAnalysis #IPO

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Disclaimer: My personal analysis, not financial advice. DYOR.