Ride the winning horse of AI-related stocks. (personal impression)
$NVIDIA(NVDA.US$ AI-related stocks are exciting at the festival, but I have a personal impression that the winners and losses have come into view with the current financial results.
What I'm looking at as an indicator of this is gross margin ratio.
What are representative stocks as failed stocks in this AI-related stock settlement season $Super Micro Computer(SMCI.US$ 、 $Dell Technologies(DELL.US$ That was it. Both were AI-related businesses with explosive demand, and gross margins were extremely low, which disappointed institutional investors. I think it will be difficult to win if we don't improve this gross margin ratio.
I'm wondering if it's naturally easy to select stocks based on such criteria.
These were my personal impressions.
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