🚀 Not gonna lie, AI stocks got me hyped rn 🤖🔥
Nvidia ($NVDA ) is still the main character of this whole AI trade for me — green today, and demand for these chips is still outrunning supply which is just wild to watch 🖥️⚡
Broadcom ($AVGO ) quietly putting in work too, hovering near $365 as custom AI chip orders keep stacking up from the big cloud players 🧠💪
And Palantir ($PLTR ) creeping up toward $185, +1%+ today as more companies jump on the enterprise AI train 🛰️📈
Zooming out — chip stocks have been finding their footing again this week now that yields and oil prices are chilling out a bit, so less pressure heading into quarter-end 💨✨
👀 What I'm watching next:
• NVDA earnings — does supply ever catch up to demand?
• AVGO's chip backlog — still stacking into 2027?
• can we shake off the "bubble" talk before Q4? 🤔
Nvidia ($NVDA ) is still the main character of this whole AI trade for me — green today, and demand for these chips is still outrunning supply which is just wild to watch 🖥️⚡
Broadcom ($AVGO ) quietly putting in work too, hovering near $365 as custom AI chip orders keep stacking up from the big cloud players 🧠💪
And Palantir ($PLTR ) creeping up toward $185, +1%+ today as more companies jump on the enterprise AI train 🛰️📈
Zooming out — chip stocks have been finding their footing again this week now that yields and oil prices are chilling out a bit, so less pressure heading into quarter-end 💨✨
👀 What I'm watching next:
• NVDA earnings — does supply ever catch up to demand?
• AVGO's chip backlog — still stacking into 2027?
• can we shake off the "bubble" talk before Q4? 🤔
