六六五加一
2026.02.12 13:25

You really have to hand it to this wave of AI hardware. The "epic battle" between Broadcom and AMD is thrilling just to watch. I haven't sold my holdings, so at least my mind is still at ease (pretending it is, anyway). Texas Instruments actually hit a new high, and then the executives directly sold their shares. Veteran investors find this kind of move quite off-putting. Qualcomm remains the old "grind king" of the tech circle; even with a downgraded rating, it still saw a slight rise, which is completely incomprehensible. Holding it is just like clocking in to kill time. As for Marvell, acquisition news gave it a boost and then it pulled back. Is this market trying to wear out retail investors? Forget it, I'm just going to let it go — with tech stocks, you need a strong heart.

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