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.
Jensen Huang Drops a Number — Why Did AI Hardware Stage a Full Comeback?
Jensen Huang said Nvidia will ship twice as many chips next year as this year, and that AI safety matters but cannot be regulated the way social media was. AI hardware ran: AMD +6.36% to $545.09, Marvell +4.81% to $240.76, Nvidia +2.54% to $219.34, Broadcom +2.29% to $347.30, with the Philadelphia Semiconductor Index up over 3%. That is a third straight up session for chips, a rebound that started in the same week the slowdown argument was loudest. A week of talk finally has a number attached. But the number is the company's own forecast, not signed orders. Is one line enough to hold a rally?
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