My pick is ①: Inference / AI Agents.
Selling off Asian chip stocks just because AI leaders said "slow down" is a knee-jerk overreaction. Slowing down frontier training doesn't mean stopping construction. Foundation models are already big enough. The money is shifting from chasing model benchmarks to monetizing inference and agents.
High-frequency inference consumes HBM and DRAM even more persistently. The memory logic is intact. ASICs and networking will benefit as demand diversifies.
Today's broad sell-off is a textbook headline-driven panic. Don't hand over your core chips. Let Micron's Sept 30 earnings show the real demand numbers. I'm watching for dips, not joining the bears.
Nvidia After-Hours CEO-Change Report: Can the Rally Hold?
Nvidia rose 2.92% Wednesday; only after the close did reports say its board was discussing Jensen Huang’s future. No decision has been announced—discussion isn’t removal—and the after-hours news doesn’t explain the session gain. The last after-hours trade was about $158.78, 8.61% below the close. Bulls cite AI orders and Nvidia’s ecosystem; bears warn of leadership disruption and rich valuation. The shareholder suit remains an unadjudicated plaintiff allegation. What must a formal board statement and order data show to validate the rally?
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