$66M Bullish Bet on TSM Signals 10%–30% Upside | Smart Money Option

Options Newsman3minutes ago

Polen Global Growth Adds META, ASML; Exits ABT, ADBE Among Q1 Moves

Seeking Alpha12:07 ET

TrendForce: The AI race has triggered a spread of resource competition, leading to tight capacity in the semiconductor supply chain.

The resource competition triggered by the AI race has spread across the entire semiconductor supply chain, leading to capacity bottlenecks in 3nm to 2nm wafers and 2.5D/3D packaging.

Zhitong FinanceApr 30 02:12 ET

$725 billion! The four major AI giants of the U.S. stock market are wielding their checkbooks, analysts warn of 'comprehensive bottlenecks' in the supply chain.

①Bottlenecks in production capacity are evident across the board, from memory chips, fiber optic cables, and power supply, to water resources for cooling in chip factories, and even undeveloped land needed for data centers. Analysts have pointed out, "What we are witnessing are bottlenecks in every aspect." ②The divergence among several tech giants has become more pronounced: on one side, there is significant investment in various layers of the AI technology stack, including self-developed chips and models; on the other side, there is greater reliance on partners' hardware and services.

cls.cnApr 29 22:45 ET

Microsoft's (MSFT.US) Azure cloud computing revenue surged over 40%, with an additional $190 billion investment in AI infrastructure! Although its performance was not explosive, it was sufficient to sustain the ongoing AI-driven super bull market.

Azure's rapid expansion and soaring CapEx have restored confidence in software stocks! Although Microsoft's earnings were not explosively impressive, they were sufficient to further fuel the AI-driven bull market rally.

Zhitong FinanceApr 29 20:01 ET

4 Stocks to Watch on Wednesday: BE, TSM, ORCL, SOFI

Seeking AlphaApr 29 08:52 ET