---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40163944.md"
description: "Long-term capital (Smart Money) has indeed started to pivot aggressively towards CPUs and ASICs (Application-Specific Integrated Circuits). What will be the next big trend? Can software still hold its ground?$Intel(INTC.US)$AMD(AMD.US)$Marvell Tech(MRVL.US)"
datetime: "2026-04-24T07:50:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40163944.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40163944.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40163944.md)
author: "[哆啦A梦の彼女](https://longbridge.com/en/profiles/12269917.md)"
---

# Long-term capital (Smart Money) has indeed started…


### Related Stocks

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