---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40163439.md"
description: "The market is slowly shifting its focus to CPUs and ASICs.The three CPU giants: AMD, Intel, and Arm.I've held all three of these, but I've taken profits on all of them.Intel at $46AMD at $230ARM at $130I've said before, if there's a good pullback, I'll get back in.I was hoping Intel's earnings might give an opportunity, but it shows no sign of turning back at all.On the ASIC side, I only have a small position in MRVL, about 2% of my total portfolio. I'll just keep holding it.This year,Software stocks are soft enough; one earnings report and they flood.Hardware stocks are really hard; SMH keeps hitting new highs frequently.The sector divergence is really intense.....$Intel(INTC.US)"
datetime: "2026-04-24T07:18:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40163439.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40163439.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40163439.md)
author: "[大宇投资笔记](https://longbridge.com/en/profiles/13928429.md)"
---

# The market is slowly shifting its focus to CPUs an…


### Related Stocks

- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [ARM.US](https://longbridge.com/en/quote/ARM.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)
- [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md)
- [04335.HK](https://longbridge.com/en/quote/04335.HK.md)

## Comments (3)

- **酥油饼幺二幺三八 · 2026-04-24T08:18:46.000Z**: Sold half of my Intel at 70 😅
  - **英伟达的头号受害者** (2026-04-24T09:21:08.000Z): I sold at 64 and missed the rally, I'm so upset. What's the point of holding NVIDIA anyway?
- **Baimax · 2026-04-24T07:42:40.000Z · 👍 1**: I really want to cut off my hand for taking profit at 58 on Brother Yu's stock 😂