sifu
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Last Friday, a flawed software update released by the cybersecurity company $CrowdStrike(CRWD.US$ caused widespread PC crashes globally, resulting in a large number of users experiencing "blue screen of death". This led to a chain of failures and sustained impacts in various fields such as aviation, banking, healthcare, retail, ports, enterprises and governments. $Microsoft(MSFT.US$estimated that approximately 8.5 million Windows ...
![Crowdstrike's Global Outage Sparks Ongoing Effects: What's Next?](https://ussnsimg.moomoo.com/sns_client_feed/77777017/20240722/7a1cded859eeb71aaafefb449b157db3.png/thumb?area=100&is_public=true)
![Crowdstrike's Global Outage Sparks Ongoing Effects: What's Next?](https://ussnsimg.moomoo.com/sns_client_feed/77777017/20240722/1721649645049-38ebd4051f.jpeg/thumb?area=100&is_public=true)
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Ever since AI frenzy first took over markets, the semiconductor-tracking SOX index has shot past benchmark indices, and is already up 35% year-to-date. According to Bank of America, the semiconductor bull run is a long way away from petering out, with artificial intelligence momentum likely to carry it towards a mid-2026 peak.
Of course, a pullback could come from near-term triggers, such as the US election or monet...
Of course, a pullback could come from near-term triggers, such as the US election or monet...
![BofA Says Chip Stocks Won't Peak Until Mid-2026: Wall Street Picks These 9 Stocks](https://ussnsimg.moomoo.com/sns_client_feed/77777017/20240709/c79cf0a7d3dc446aaf4eeb00f5101f84.jpg?area=100&is_public=true)
![BofA Says Chip Stocks Won't Peak Until Mid-2026: Wall Street Picks These 9 Stocks](https://ussnsimg.moomoo.com/sns_client_feed/77777017/20240709/4117573ec04843a6bca6043d228fed0a.png/thumb?area=100&is_public=true)
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GO NVDA!!! Up to the moon...
GO SMCI!!! Up to the moon...
great article- lots of valuable info. thank you...
sifu
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I feel it's going to be Nvidia. everyone has a chance, but Nvidia is nearest to it.
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Nvidia is poised to be the first tech company to hit a $4 trillion market cap due to its leadership in AI and GPU technology, essential for data centers, autonomous vehicles, and gaming. Its dominance in these high-growth sectors, combined with robust demand for AI and machine learning applications, positions it for rapid revenue and valuation growth, outpacing competitors in the tech industry.
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sifu : CRWD to the moon!!!