Michele Cesari @Mexploder: "𝑨𝑰 𝒊𝒔 𝒃𝒓𝒐𝒂𝒅𝒆𝒏𝒊𝒏𝒈: 𝒄𝒍𝒆𝒂𝒓 𝒔𝒊𝒈𝒏𝒂𝒍𝒔..."

Italy

𝑨𝑰 𝒊𝒔 𝒃𝒓𝒐𝒂𝒅𝒆𝒏𝒊𝒏𝒈: 𝒄𝒍𝒆𝒂𝒓 𝒔𝒊𝒈𝒏𝒂𝒍𝒔 𝒇𝒓𝒐𝒎 𝒄𝒉𝒊𝒑𝒔 𝒕𝒐 𝒄𝒍𝒐𝒖𝒅 The line that stuck with me most this week came from Lisa Su, $AMD (Advanced Micro Devices Inc) 's CEO: "AI demand is broadening, not narrowing." That's not analyst-call rhetoric — it's a signal coming through consistently from multiple directions at once. The major cloud operators have raised their 2026 investment plans to figures that seemed unthinkable a year ago, and those numbers are now backed by real revenues, not promises. Google Cloud is growing 50% year-over-year, AWS 28%, and so on. The portfolio reflects this view across the entire value chain: from semiconductors to cloud infrastructure, all the way to the energy powering data centers. Meanwhile, $LLY (Eli Lilly & Co) delivered an outstanding quarter — revenues up 56% and FDA approval for the first oral GLP-1 for obesity — which reinforces the value of healthcare exposure as a structural counterweight. That said, the market is moving fast and some caution is warranted. Valuations on certain semiconductors have stretched considerably in just a few weeks, and the geopolitical backdrop — with US-Iran talks still fragile and a Fed in no rush to cut — leaves room for surprises in either direction. Running with the market is fine; doing so without staying aware of the risks would be a mistake. $GOOG (Alphabet) $MSFT (Microsoft) $META (Meta Platforms Inc) $NVDA (NVIDIA Corporation)

Not investment advice. The author may have financial interests in the mentioned instruments.