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[U.S. Stocks] [Major Trends]
I mentioned the key U.S. stock targets in early April:
Key targets $AMD $INTC $ARM $AVGO $MRVL
(TrendForce's latest report confirms this judgment: the current CPU and GPU ratio in AI data centers is about 1:4 to 1:8, and in the era of intelligent AI, this ratio is expected to narrow significantly to 1:1 to 1:2.
$Intel ( and $U.S. Microchip ( have raised prices on some CPU product lines by the end of Q1 2026. Meanwhile, $NVIDIA ( $Arm Holdings ( both announced their entry into the server CPU market in March 2026—it's no coincidence that a GPU giant and an IP licensing company made the same choice in the same month, but a concentrated market signal.)