If it holds: supports AI compute
The largest AI buyers are still raising their capital budgets
The cloud giants, AI labs and specialised cloud providers may keep setting next year's data-centre spending above this year's, extending the build-out rather than pausing it.
NVDA, would benefit if this holds
AVGO, would benefit if this holds
AMD, would benefit if this holds
MU, would benefit if this holds
TSM, would benefit if this holds
MRVL, would benefit if this holds
AMAT, would benefit if this holds
LRCX, would benefit if this holds
VRT, would benefit if this holds
GEV, would benefit if this holds
MSFT, cuts both ways if this holds
GOOGL, cuts both ways if this holds
AMZN, cuts both ways if this holds
META, cuts both ways if this holds
ORCL, cuts both ways if this holds
Current assessment
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Development history
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