๐ฅ The Fed decision could create some serious volatility tomorrow.
These are 10 names Iโm watching for a potential rebound:
$INTC โ AI chips & U.S. semiconductor foundry
$AXTI โ High-speed optical components
$BE โ On-site fuel-cell systems
$COHR โ Lasers & optical networking
$LITE โ AI optical networking
$SPCX โ Space & satellite infrastructure
$SNDK โ Enterprise SSDs & NAND
$MU โ HBM, DRAM & NAND
$TSEM โ Silicon photonics
$DRAM โ AI memory ETF
What connects many of these names? AI infrastructure.
Chips, memory, optical networking, power and data-center infrastructure are all areas where sentiment can move quickly when rates and Fed expectations change.
But Iโm watching the market reaction, not assuming a rebound.
A strong move can happen in either direction. ๐
Which one are you watching most closely after the Fed decision? ๐
#AIStocks #SemiconductorStocks #stockmarketupdate #TechStocks2025 #Investing
These are 10 names Iโm watching for a potential rebound:
$INTC โ AI chips & U.S. semiconductor foundry
$AXTI โ High-speed optical components
$BE โ On-site fuel-cell systems
$COHR โ Lasers & optical networking
$LITE โ AI optical networking
$SPCX โ Space & satellite infrastructure
$SNDK โ Enterprise SSDs & NAND
$MU โ HBM, DRAM & NAND
$TSEM โ Silicon photonics
$DRAM โ AI memory ETF
What connects many of these names? AI infrastructure.
Chips, memory, optical networking, power and data-center infrastructure are all areas where sentiment can move quickly when rates and Fed expectations change.
But Iโm watching the market reaction, not assuming a rebound.
A strong move can happen in either direction. ๐
Which one are you watching most closely after the Fed decision? ๐
#AIStocks #SemiconductorStocks #stockmarketupdate #TechStocks2025 #Investing