InvestToRetire
03-27

Will wait and see. Sometimes doing nothing is also an activity like what Warren Buffett does. Nvidia long term good. Will wait for another quarter or two to see how Trump tariffs play off. Also I heard somewhere that Microsoft thinks oversupply of data centres. I think it was something on YouTube a Bloomberg 1 hour video from yesterday. Intel seems to be doing better not sure if it escapes the tariff restrictions.

AMD on the Move: Still a Buy for Those Who Missed Nvidia?
AMD stock jumps 6% as it will restart M1308 sales to China after US review. Broadcom stock records new high as it takes on Nvidia with its new Tomahawk Ultra chip; Chip stocks is enjoying a good rally, leading by Nvidia boom. If you missed Nvidia, which stocks would you pick? Among AI, auto, and chips in China, which companies are you most bullish on?
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