Let me get this straight chat… you have:
$NVIDIA(NVDA.US) 70% supply constrained revenue growth projections (would be 100%+)$Broadcom(AVGO.US) AI revenue growing 100%+ Y/Y for next 2 years from mid ~$50B -> $230BOpenAI Astra blowing away AGI benchmarks and starting to train itself.$Microsoft(MSFT.US) / $Alphabet(GOOGL.US) / $Amazon(AMZN.US) stating compute demand imbalances into next year, with Nvidia projecting $1.3T spend for 2027.You’re seeing this flow through supply chains from Samsung 70% capacity LTAs into 2031 to Powertech advanced packaging capacity 100% booked into 2030.Even your legacy players like Winbond are starting 2029-2030 allocations.Markets always have temporary drawdowns and macro scares… but…How can anyone not think AI stock go brrr?
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