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