$NVIDIA(NVDA.US) is awesome, with a high guidance full of transparency, it directly hit a new high. Bringing $Broadcom(AVGO.US) to a new high as well. AMD and $Alphabet(GOOGL.US) seem a bit left out, but it's unnecessary. Based on the guidance from NVIDIA and $Taiwan Semiconductor(TSM.US), we can basically confirm that the AI theme we know can keep going strong until 2026. If you really have to worry, worry about macro and geopolitical conflicts instead.
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