zubee
07-01 04:38

The recent move in semis and AI infrastructure has been aggressive and fast.

Over the past few weeks:

• $Advanced Micro Devices(AMD)$ : ~$450 → ~$580 (+28%)

• $NEBIUS(NBIS)$ : ~$205 → ~$280 (+36%)

• $Intel(INTC)$ : ~$99 → ~$140 (+41%)

• $ARM Holdings(ARM)$ : ~$310 → ~$360 (+16%)

The rotation has clearly favored names tied to AI compute, networking, and semiconductor infrastructure flow.

Notably, $ARM Holdings(ARM)$  is still relatively lagging compared to peers in this group despite participating in the broader move.

If momentum rotation continues within the sector, laggards often become the next leg of the move—not the leaders.

Watching for continuation versus exhaustion across the entire semis complex.

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