Will the AI main theme come back again? You may want to focus on the US stocks!
There are reports that senior executives from technology giants such as Microsoft, Apple, NVIDIA, OpenAI, Qualcomm, and others will attend the White House evening gala on September 24. Since the market is already trading AI compute power, this event is worth keeping track of.
Let’s talk about a few targets:
NVIDIA $NVDA : The core AI compute stock. The price is near the previous high, so chasing carries high risk. Only if it stabilizes around 228-236 will there be a chance to push toward above 250.
Broadcom $AVGO : AI custom chips. Wait for a pullback entry opportunity; watch the 355-360 range. If it breaks through 375, the target is 400-420.
Qualcomm $QCOM : The edge AI segment. It has risen a lot recently; don’t enter around 194. Be patient and wait for a retracement to 185-190. If it holds above 200, then look toward 210-220.
Microsoft #MSFT : OpenAI + cloud business, with solid AI monetization logic. Watch the pullback around 490-500; if it holds above 510, look for 530~550 on the upside.
Continue to observe through September 24, but don’t go “all in” just based on the news from the gala. If the sector as a whole breaks out on a surge in volume, that’s when a second round of the AI rally may be possible. In the crypto market, you can also keep an eye on AI-related coins.
There are reports that senior executives from technology giants such as Microsoft, Apple, NVIDIA, OpenAI, Qualcomm, and others will attend the White House evening gala on September 24. Since the market is already trading AI compute power, this event is worth keeping track of.
Let’s talk about a few targets:
NVIDIA $NVDA : The core AI compute stock. The price is near the previous high, so chasing carries high risk. Only if it stabilizes around 228-236 will there be a chance to push toward above 250.
Broadcom $AVGO : AI custom chips. Wait for a pullback entry opportunity; watch the 355-360 range. If it breaks through 375, the target is 400-420.
Qualcomm $QCOM : The edge AI segment. It has risen a lot recently; don’t enter around 194. Be patient and wait for a retracement to 185-190. If it holds above 200, then look toward 210-220.
Microsoft #MSFT : OpenAI + cloud business, with solid AI monetization logic. Watch the pullback around 490-500; if it holds above 510, look for 530~550 on the upside.
Continue to observe through September 24, but don’t go “all in” just based on the news from the gala. If the sector as a whole breaks out on a surge in volume, that’s when a second round of the AI rally may be possible. In the crypto market, you can also keep an eye on AI-related coins.