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StockJumper25

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Friday, 02/09/2024 1:17:21 PM

Friday, February 09, 2024 1:17:21 PM

Post# of 196405
Why is AMAT blowing up today? Could it be because of these followers are playing catch-up to the Leader (Nvidia)? Or as shown in this report from last week.

https://www.marketwatch.com/story/15-semiconductor-companies-that-have-followed-nvidias-lead-by-showing-pricing-power-and-improved-efficiency-16df8e3f?mod=bnbh

It is possible that most top-tier CPU component providers are taking a cue (from Intel, Amat, an Nvidia) and RE-TOOLing for better efficiency. This opens the door even wider for a new proven optical modulator component(s) and reduce power requirement components.

SJ - ( All - tkg, X, Kcc, Tod, Walter, please keep the sleuthing and research going !!! )
I love an informed board without smartass comments and rhetoric bickering by short players.
Bullish
Bullish
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