TSLA
Tesla
-- 421.060 NVDA
NVIDIA
-- 134.700 PLTR
Palantir
-- 80.550 AMD
Advanced Micro Devices
-- 119.210 QUBT
Quantum Computing
-- 17.620 
2 key hopes
$Broadcom (AVGO.US)$ 1. vmware. broadcom paid 60b+. vmware is losing market from competitors and cloud providers. broadcom changed policies, which led to customers' complaints and dissatisfaction. 2. ai chip demands. true high demand, but broadcom is not in a good position to compete with nvidia, amd, intc, qualcomm, arm, and amazon. plus, big tech are designing their own ai chips.
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Lucky Dog An : Big companies do everything themselves, even if it's not their own business, they have to do it! Even roosters have to lay eggs.
103966719 OP Lucky Dog An : amazon designed and developed their own ai chip, which apple is using. they know it can be a source of revenues in the future. on top of that, they reduce reliance 6 nvidia, which has a virtual monopoly.
Lucky Dog An 103966719 OP : 亚马逊和他老婆的股票没少卖呀