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$NVIDIA(NVDA.US$ Nvidia's “moat” is too strong... there are no rivals at all right now! AI is extremely scalable, and its popularity is unabated, and updates and iterations are fast. The next performance will take a long time, and the performance is “outstanding”.
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$Taiwan Semiconductor(TSM.US$ is experiencing a significant boost in demand, driven by major orders from tech giants such as $Apple(AAPL.US$ and $NVIDIA(NVDA.US$.
Apple is making substantial strides into 3nm chip technology, placing orders that are expected to surpass the 50% mark of TSMC's total orders for this advanced process. This move underlines Apple's commitment to innovation and efficiency, partic...
Apple is making substantial strides into 3nm chip technology, placing orders that are expected to surpass the 50% mark of TSMC's total orders for this advanced process. This move underlines Apple's commitment to innovation and efficiency, partic...
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