Boon Yoon Tan
Greeting, Big week again. A few more tech companies are about to share their results. This helps us understand one simple thing , is AI still growing or starting to slow down? Letโ€™s break it down in an easy way. ๐Ÿ”น Advanced Micro Devices (AMD) $AMD (Advanced Micro Devices Inc) They make chips for computers and AI. What to watch: Are they selling more AI chips? More sales = AI still strong ๐Ÿ”น Lumentum Holdings (LITE) $LITE (Lumentum Holdings Inc) They make parts for internet and data connections. What to watch: Are companies upgrading their systems? More orders = more data usage ๐Ÿ”น Arm Holdings (ARM) $ARM (ARM Holdings PLC) They design chips used in phones and many devices. What to watch: Are more companies using their designs? More usage = more devices being built ๐Ÿ”น CoreWeave $CRWV (CoreWeave Inc) They rent out powerful computers for AI. What to watch: Are companies using more of their service? More demand = AI still growing fast ๐Ÿ’ก Very simple view: AMD = makes the brain (chips) LITE = builds the connection ARM = designs the system CoreWeave = provides the power ๐Ÿ“Š What this week tells us: Is AI still hot? Are companies still spending money? Who is making real money from AI? Expect prices to move fast after results. Some will go up, some will drop. No need to rush. Watch first, act later. Successful investing takes ๐˜๐—ถ๐—บ๐—ฒ, ๐—ฑ๐—ถ๐˜€๐—ฐ๐—ถ๐—ฝ๐—น๐—ถ๐—ป๐—ฒ, ๐—ฎ๐—ป๐—ฑ ๐—ฝ๐—ฎ๐˜๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ. etoro.tw/4t0UtcR
Not investment advice. The author may have financial interests in the mentioned instruments.
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