AI plans a rebound in its earnings 🚀🤖🤖🚀🚀🤖🤖🤖🤖🤖🤖🤖
#IAgenerativa Qualcomm links two of its own catalysts in September. On September 8, it closed an agreement with Amazon Web Services to supply custom silicon for AI data centers, under which Amazon receives a warrant for up to 25 million shares of Qualcomm with potential purchases of up to $60 billion, according to Yahoo Finance. On September 21, an AI interconnect demonstration took the stock to its best close since July, up +7.44% in a single session.
The rally hasn’t been an indiscriminate sweep of the sector. Of the 14 IT15 positions, three fall over the period: Kyndryl Holdings down -7.01%, ON Semiconductor down -1.28%, and Power Integrations down -0.54%. The three laggards share a common denominator: none are directly exposed to the GPU value chain, networking, or custom silicon for AI. The eleven positions that rise are mostly part of that infrastructure, confirming that the market is rewarding specific exposure, not generic membership in the tech sector.
$AMDB
#IAgenerativa Qualcomm links two of its own catalysts in September. On September 8, it closed an agreement with Amazon Web Services to supply custom silicon for AI data centers, under which Amazon receives a warrant for up to 25 million shares of Qualcomm with potential purchases of up to $60 billion, according to Yahoo Finance. On September 21, an AI interconnect demonstration took the stock to its best close since July, up +7.44% in a single session.
The rally hasn’t been an indiscriminate sweep of the sector. Of the 14 IT15 positions, three fall over the period: Kyndryl Holdings down -7.01%, ON Semiconductor down -1.28%, and Power Integrations down -0.54%. The three laggards share a common denominator: none are directly exposed to the GPU value chain, networking, or custom silicon for AI. The eleven positions that rise are mostly part of that infrastructure, confirming that the market is rewarding specific exposure, not generic membership in the tech sector.
$AMDB
