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#AMD1TChipStocksRally AMD just joined the $1T club, but the bigger story may be who gets pulled up next 👀
Nvidia, Broadcom and TSMC are already there, while Intel, Arm and Qualcomm rallied as AI inference demand gained attention.
What caught my eye is the shift from training to everyday AI usage. More agents could mean demand spreading across CPUs, servers and networking.
The next AI trade may be less about one GPU winner and more about how widely the compute boom spreads.
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