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The current bull market cycle in US stocks for AI, let me organize it:
Now it's rotating along the industry chain. Those who understand the rhythm have already secured several waves of gains.
First wave | Semiconductors $NVDA $AMD $AVGO $ARM
This is the starting point of the AI revolution market. Nvidia has surged tenfold from its lows.
Most people only dare to watch and don't dare to get on the train.
This big dividend has been barely enjoyed by retail investors.
Second wave | Storage $MU $WDC $STX $SNDK