$Meta Platforms (META.US)$ , $Alphabet-A (GOOGL.US)$ & $Micr... - moomoo Community

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Market alert: Major AI players and US indexes show bearish signals

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Singh Rahul joined discussion · Apr 28 03:36

$Meta Platforms (META.US)$ , $Alphabet-A (GOOGL.US)$ & $Microsoft (MSFT.US)$ have confirmed that their AI capex will be reaccelerating over the next year.

This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming.

This is bullish for $NVIDIA (NVDA.US)$ , $Super Micro Computer (SMCI.US)$ , $Micron Technology (MU.US)$ , $Broadcom (AVGO.US)$ , $Advanced Micro Devices (AMD.US)$ & $Marvell Technology (MRVL.US)$ 🤩

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