I’m broadly aligned with Wall Street’s bullish AI view, but I don’t think every upgrade means it’s time to chase. I’m watching
$NVIDIA(NVDA)$ ,
$Broadcom(AVGO)$ ,
$Micron Technology(MU)$ and
$Advanced Micro Devices(AMD)$ most closely, with earnings growth and cash flow being the key factors.
I’m particularly interested in Micron Technology because AI demand is increasingly a memory and HBM story, not just a GPU story. Broadcom(AVGO) also looks attractive with its custom AI accelerators and networking exposure.
Overall, I think the AI cycle is spreading across chips, memory, networking and cloud infrastructure. The biggest opportunity may come from companies that are still underappreciated despite benefiting directly from this spending cycle. I’d rather accumulate quality names on pullbacks than chase them after analyst upgrades and strong rallies.
@TigerStars @TigerClub @Tiger_comments @Capital_Insights
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