Investors who are skeptical about AI earnings forecasts have warned that there is a bubble in popular AI-related stocks, especially semiconductor stocks that have continued to benefit from the AI boom that will expand globally since 2023. Currently, adjustments to global semiconductor stocks have been completed, and ahead of NVIDIA's important financial results announcements,The valuation of AI-related stocks has also returned to a relatively reasonable levelSo, high tech bulliesMost of the “AI bubble” has been resolved with this adjustmentI am convinced (in other words, it is said that AI-related stocks whose business models can generate almost no profit even though they piggyback on the AI boom have almost been eliminated due to the current decline). In the market, high-tech companies that can make profits sustainably amidst the AI boomEntering a new “updraft” surgeThat is expected. While selecting the bullish players in semiconductor stocks“The time has come to return to the field of artificial intelligence (AI) again”I'm thinking about it.
While AI cools down, “YOLO” and the others seize investment opportunities again! Bet on the rekindling of AI enthusiasm
Global capital has already begun to return to high-tech stocks, particularly AI semiconductor stocks, and these stocks are showing clear signs of a rebound. Above all, for data centers...