AMKR, MRVL, and Kingsoft Cloud have really stood out recently, especially with this wave of AI trends completely refreshing all old perceptions. MRVL was even called up to $120 by Jefferies—unbelievable. Who said only those few semiconductor giants could play the game?
Ironically, I’ve been stuck overthinking sector rotation while others have already taken a bite of the new market trend. Missing out again, feeling sour but tempted to chase—AI and cloud computing smell sweeter by the day, but I’m scared of buying high and getting crushed at the peak.
Just goes to show the market never runs out of surprises or bold players.
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