Kuch naya pata chala aaj, share kar raha hoon. TSMC ne record sales daali hai. Achhi khabar hai, lekin isme ek twist hai. Nvidia ka GPU business mehnga pad raha hai kyunki HBM memory ki short supply hai. Micron ko iska fayda ho raha hai, unki bargaining power badh gayi hai. Matlab AI chips ki demand toh hai, par cost bhi badh raha hai. Tech stocks ki baat karein toh kuch companies ne 5 saal mein 212% tak dividend badhaya hai, bina kisi dikkat ke. Long term investors ke liye yeh achhi baat hai. Ek aur cheez notice ki. Anthropic ke CEO ne kaha hai ki ab AI models ko thoda slow karna chahiye. Aur ke Sam Altman ne kaha hai ki IPO abhi delay kar rahe hain, safety concerns ki wajah se. Dono badi companies apne pace par soch rahi hain. Mere hisaab se market mein ab sirf growth nahi, stability aur safety bhi matter kar rahi hai. Jo log long term khel rahe hain, unke liye yeh signals important hain. Aap kya sochte ho, AI sector mein ab slow down aayega ya yeh sirf temporary rukawat hai?

⚠️ Personal analysis, financial advice nahi.

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Disclaimer: My personal analysis, not financial advice. DYOR.