AMD market value breaks through $1 trillion, and AI stocks surge across the board. Who benefits the most, really?
Honestly, I’m actually more bullish on AI now than I was before.
Because this isn’t just a simple bet on AMD and Nvidia anymore.
Chip prices rise → computing capacity expands → servers, storage, and data centers benefit.
And what I’m more interested in is the next stage of capital spillover.
AI applications, AI software, and even AI-related tokens may all
In my view, AMD’s breakthrough to over $1 trillion isn’t the finish line—it’s more like a signal:
I don’t really want to guess when AI will top out.
What I care about is:
Who will be the next batch of stocks that haven’t yet run up, but can truly capture the AI dividend?
On this AI theme, I’ll keep looking upward.
What do you think?
In the next wave of AI, will capital keep pushing into chips, or will it start rotating into AI applications and AI tokens? Let’s discuss in the comments.
$AMD.US $NVDA.US
Honestly, I’m actually more bullish on AI now than I was before.
Because this isn’t just a simple bet on AMD and Nvidia anymore.
Chip prices rise → computing capacity expands → servers, storage, and data centers benefit.
And what I’m more interested in is the next stage of capital spillover.
AI applications, AI software, and even AI-related tokens may all
In my view, AMD’s breakthrough to over $1 trillion isn’t the finish line—it’s more like a signal:
I don’t really want to guess when AI will top out.
What I care about is:
Who will be the next batch of stocks that haven’t yet run up, but can truly capture the AI dividend?
On this AI theme, I’ll keep looking upward.
What do you think?
In the next wave of AI, will capital keep pushing into chips, or will it start rotating into AI applications and AI tokens? Let’s discuss in the comments.
$AMD.US $NVDA.US