AI Hardware Earnings Stay Strong

Tiger_Chart
12-12 12:16

It's hard to be bearish on AI when the hardware providers keep crushing earnings.

Semis: $NVIDIA(NVDA)$ $Broadcom(AVGO)$

Foundry: $Taiwan Semiconductor Manufacturing(TSM)$

Memory: $SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$

Electrical: $nVent Electric plc(NVT)$ $Vicor(VICR)$

Networking: $Lumentum(LITE)$ $Ciena(CIEN)$ $Credo Technology Group Holding Ltd(CRDO)$ $COHERENT(COHR)$ $Astera Labs, Inc.(ALAB)$ $Amphenol(APH)$

Hyperscalers: $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$

Manufacturing: $Celestica(CLS)$ $Fabrinet(FN)$ $Sanmina(SANM)$ $Teradyne(TER)$

The AI buildout is far from over.

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