Nvidia's AI Dominance Reloaded: Micron's Monster Beat Signals Bottom – Time to Load Up for 2026 Glory? 🔥🚀

xc__
12-20 12:40

$NVIDIA(NVDA)$ $Micron Technology(MU)$ Nvidia's shaking off the dust after Micron's explosive earnings beat lit a fire under the semiconductor sector, proving the AI upcycle's far from fizzling. As of December 20, 2025, NVDA shares are clawing back with a 2.8% jump to $141.28, riding the wave from Micron's Q1 rev crush at $13.64 billion (topping $12.83 billion est) and EPS blowout at $4.78 – a testament to memory demand tripling from AI data centers. This rebound flips the script on recent dips, with Morgan Stanley doubling down on Nvidia as a top 2026 pick alongside Broadcom and Astera Labs, calling semis the brightest US equity spot amid limitless AI compute hunger. 💡

Morgan Stanley's bull call isn't hype – they argue the chip boom's just heating up, with Nvidia's processors and Broadcom's interconnects dominating data center growth, while Astera Labs' optics edge solves bandwidth bottlenecks for 4x faster AI training. The upcycle's fueled by $3T hyperscaler capex waves by 2029, turning 30% utilization lags into 50% ramps as adoption surges. For Nvidia, this means FY2026 rev exploding to $200B+ if H200 shipments to China ramp 20% post-Trump approval – a far cry from November's 5% slide. Broadcom's Q4 $18B beat with AI chips doubling to $6.5B adds nitro, projecting triple-digit growth that counters margin misses. Astera Labs, the dark horse, shines with custom silicon for AI infra, eyeing 25% rev pops if deals with Meta scale. This trio's set to crush as AI demand outstrips supply, making recent pullbacks a gift for dip buyers. 📈

Is this the buy-the-dip moment? Absolutely – Nvidia's rebound tonight screams momentum, with RSI resetting to 58 and volume booming 30% on Micron's tailwinds. Tonight's gap-up could hold if no hot PCE surprises tomorrow, avoiding sell-the-news traps and pushing to $160 highs on Q1 OpenAI firming. The semiconductor upcycle's unstoppable, driven by limitless AI compute – this rebound's the start of a 2026 rerating rocket! Who's loading up? 🤑

Top 2026 Semis Picks Powerhouse Table 🏆

Bullish rebound tonight – AI's endless demand crushes doubts, dip's your dynasty ticket! 💪🌟

📢 Like, repost, and follow for daily updates on market trends and stock insights.

📝 Disclaimer: This post is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.

📌@Daily_Discussion @Tiger_comments @TigerStars @TigerEvents @TigerWire @CaptainTiger @MillionaireTiger

Nvidia Still A Top 2026 Chip Pick: Already Hit Bottom?
Nvidia rebounds with Micron's beats. Still, Morgan Stanley remains firmly bullish on the sector, calling semiconductors one of the brightest spots in U.S. equities next year. In its “2026 Top Semiconductor Picks,” Nvidia, Broadcom, and Astera Labs rank at the top. Morgan Stanley argues that the semiconductor upcycle is far from over, driven by seemingly limitless global demand for AI compute. Is this a buy-the-dip moment for Nvidia? Do you expect a rebound tonight — or a classic gap-up-and-sell-the-news session?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment