#美光市值突破1万亿美元

The AI frenzy is now influencing not only tech companies but the entire market psychology. The recent sharp rise in semiconductor stocks is the clearest example of this. Especially, Micron surpassing its historical market value threshold indicates that investors believe the demand for data centers, high-bandwidth memory solutions, and AI servers will continue to grow. Strong purchases in Qualcomm and SanDisk also show that the sector's rise is not tied to just one company.

Recently, I have focused on short-term momentum trades in US stocks related to semiconductors and AI. It’s very clear that after the significant increase in trading volume on the Nasdaq side, risk appetite in tech stocks has rebounded. Expectations that tensions between the US and Iran might ease have also reduced fear pricing in the markets, leading capital to shift back to growth stocks.

The most critical question in the market right now is: Is this rise just a temporary movement driven by news flow, or is it the beginning of a new technology cycle?

My strategy here is entirely based on discipline. Instead of blindly buying at all-time highs, I follow companies that report strong earnings, have growing data center revenues, and generate real income from AI. Especially chip manufacturers, data storage companies, and cloud infrastructure providers may remain in the market’s focus in the coming period.

Even if market enthusiasm increases, volatility remains very high. That’s why, when opening trades, capital management, stop-loss plans, and following news flow have become more important than ever. Because in this period, successful investors will be those who not only pick the right stocks but also manage risks properly.