It's just Wall Street going crazy, going all-in to pick up cheap chips. It's because of the huge increase in spending, they are infinitely bullish on US stocks and the development of AI. Think about it, is it better for everyone to tighten their belts and not spend money, or to spend big?
$Amazon(AMZN.US)$Alphabet - C(GOOG.US)$Broadcom(AVGO.US)$Meta Platforms(META.US)$Microsoft(MSFT.US)$NVIDIA(NVDA.US)A company raising its spending guidance might be sick, only NVIDIA is missing from the mag7, now I suspect Wall Street analysts are sick
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