$NVIDIA (NVDA.US)$
Transition to GPU
A new industry called AI Factory
And robots
Quoted below:
Our business's astonishing growth is being driven by two fundamental trends that are driving global adoption of NVIDIA computing. Firstly, the computing stack is being reinvented, transitioning from coding to machine learning, and from code execution on CPU to neural network processing on GPU. The $1 trillion installation base of traditional data center infrastructure is being rebuilt for Software 2.0, applying machine learning to generate AI.
Secondly, the AI era is fully underway. Generative AI is not just a new software feature, but a new industry with AI factories that produce digital intelligence, potentially creating a multitrillion-dollar AI industry and ushering in a new industrial revolution. The demand for Hopper, currently in full production...

$NVIDIA (NVDA.US)$ Looking at the performance of the company, $Advanced Micro Devices (AMD.US)$ I am feeling skeptical about whether pe is really experiencing explosive growth. It seems that all Fortune 500 companies are pursuing NVDA's Blackwell chip.
I cannot understand why companies that already have the Blackwell chip would purchase the MI325x chip.
Is it worth investing in AMD even at the current PER of 123 times?

$Broadcom (AVGO.US)$
There were no negatives in the settlement.
Shimahyo

$Taiwan Semiconductor (TSM.US)$
TSMC's fate is to consistently deliver impressive performance every month but not have it reflected in the stock price. Today is the same as always. It goes up in pre-market and goes down during regular trading. I don't understand the meaning.
If it were any other stock, it would have already set new highs.

$Astera Labs (ALAB.US)$ How much will it sell for? 💦 Wouldn't it be generally a good financial result?

$Super Micro Computer (SMCI.US)$
Hola ❗ it's been reversed. Somehow everyone understood that it was because financial results were bad, wasn't it? (Pre-woven) oversold. It's like buying a super large one.