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sean14978416
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Лонг
05 мая
$341.54
+38.5%
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
ИИ-вычисления
Лонг
05 мая
$203.26
+36.6%
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
ASIC для ИИ
Лонг
05 мая
$95.78
+2.1%
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
Производство/оборудование
Показано 3 из 3 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У sean14978416 на Buzzberg отслеживается 3 торговых идей по 3 тикерам с апреля 2026. Чаще всего покрывает: AMD, ARM, INTC.
