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#IntroducingGateStocks
Focusing only on chip companies in the AI rally is an incomplete analysis.
Today, the chain I am paying attention to looks like this:
1️⃣ NVIDIA → Computing power
2️⃣ Micron Technology → Memory infrastructure
3️⃣ Palantir Technologies → AI applications
These three areas are growing together.
On the NVIDIA side, new AI systems and data center demand support the growth.
On the Micron side, high-bandwidth memory demand continues to outpace supply.
On the Palantir side, enterprise AI usage is accelerating revenue growth.
As an investor, I focus not only on the price chart but also on which sector capital is flowing into. Because major trends usually start in the balance sheets, not in the prices.
#IntroducingGateStocks
#Gate美股