Today, the strongest direction in the US stock market has returned to AI and semiconductors. But this time, the capital is clearly starting to look for even higher-beta opportunities!

$AMD and $INTC are the two most obvious core gainers today!



AMD has evolved from being an “NVDA substitute” into an independent main storyline. Today it surged nearly 10% intraday and broke its all-time high. The peak was near $615, and its market cap first crossed $1 trillion. Trading volume has expanded noticeably, and its gain for the year-to-date is over 185%.

The market’s current valuation for AMD is no longer just about GPUs—its logic is upgrading from “selling chips” to an “AI platform.”
Near-term support is 570–585, with resistance at 630. If it can digest the sell pressure afterward, then it could be bullish toward 730–750.

Intel is even stronger today—up more than 10% intraday, with the high near 125. Support is still around 110–115. It’s already starting to get overheated short-term, so focus first on how it pulls back next. If it holds steady, new highs are just around the corner!

Among today’s AI semiconductors/infrastructure sector, besides AMD and Intel, we actually care more about $MRVL Marvell.

Marvell is an AI infrastructure semiconductor company. Its core business is custom AI chips (ASIC) plus high-speed interconnect / optical communications. It is an important partner in Google’s TPU supply chain, and it has also entered the NVIDIA NVLink ecosystem. You can understand it as one of the key plays for “AI custom chips + data-center interconnect.” Currently, 79% of revenue comes from data centers. Revenue is up 37% year over year. Behind that, it is simultaneously tied to Google’s custom AI chips, the NVIDIA ecosystem, and AI optical interconnect—making it one of the AI infrastructure semiconductors with the fastest fundamental growth at the moment.

The chart is also nearing a breakout from the roughly two-month consolidation range. Short-term pressure is 260, 270. If it can break out and hold, it could push toward 300 and the resistance area near its prior all-time high. Short-term support is 235, 245. Long-term, we strongly like 500+.

#AMD #MRVL