AI has turned semiconductors into one of the most profitable

AI has turned semiconductors into one of the most profitable sectors in the market:

? $NVDA owns main AI compute layer
? $AVGO monetizes custom silicon, networking & connectivity
? $AMD remains CPU bottleneck play as inference workloads scale
? $MU benefits from memory… *****nY5YprJpYY pic.twitter.com/y7L08MvMVY

— Shay Boloor (@StockSavvyShay) May 5, 2026

所有跟帖： 

• 下面一波将是为算力布局的AL云。现在foundation lab 基本放弃了1P data center 的想法 -三心三意- ♂ (0 bytes) () 05/05/2026 postreply 14:55:54

• 以后算力很多会从AI云服务商里租用， 28-30年是爆发年。 -三心三意- ♂ (0 bytes) () 05/05/2026 postreply 14:58:08

• 请问这里面有哪些股票推荐？ -hahaha2025- ♂ (0 bytes) () 05/05/2026 postreply 15:12:10

• CRWV, IREN, NBIS会受益吧? -vitmin8- ♀ (0 bytes) () 05/05/2026 postreply 15:12:41

• AWS，ORCL，GOOG 都会受益。neocloud 应该会补上 1st tier 不能提供的缺口 -三心三意- ♂ (0 bytes) () 05/05/2026 postreply 15:15:49

• 多谢 -hahaha2025- ♂ (0 bytes) () 05/05/2026 postreply 17:03:54

• 前几天在lite和avgo二选一，买了avgo，今天新高。lite如果明天跌，可能考虑近一些 -ihavingfun- ♂ (0 bytes) () 05/05/2026 postreply 14:59:25