I think
$NVIDIA(NVDA)$ RTX Spark is more than just another AI PC launch. For the first time, the Windows ecosystem has a real Arm-based challenger with tight CPU-GPU integration. If adoption scales, it could slowly erode Intel-AMD dominance and trigger a new upgrade cycle across the PC supply chain.
I’m most bullish on the memory layer. AI workloads on-device need much higher capacity and bandwidth, and that shift looks structural rather than cyclical. That’s why I still like $Micron Technology(MU)$ , SK Hynix, and Samsung. Even after the rally, I don’t think AI PC demand is fully priced in if 32GB–64GB becomes mainstream.
Between certainty and elasticity, I lean toward certainty. TSMC remains my highest-conviction pick because it wins regardless of chip design outcomes. Nvidia may lead today, but no matter who dominates, advanced chips still need to be manufactured, and TSMC stays at the center of that value chain.
@TigerStars @Tiger_comments @Tiger_SG @TigerClub
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