AI semiconductor stocks · X 热门 · 2026-10-02 10:58 UTC

# AI semiconductor stocks — X 热门讨论 (2026-10-02 10:58 UTC)

## @TiernanRayTech (Tiernan Ray) · 10-01 20:21 · ♥34 ↻4 💬2 It’s entirely possible Nvidia and peers will build more AI chips than the market can absorb

Merrill Lynch’s Vivek Arya has done a great job gathering all the data points on chip companies and what they may be able to sell to Google and the other cloud giants. What concerns me is all the spending by the cloud giants still isn’t enough for rosy expectations of semiconductor sales growth. A separate study by UBS suggests chip stocks are undervalued, which has been my view generally, but the market clearly doesn’t trust all the chip sales forecasts.

Forecasts for chip sales for AI are upbeat for years to come, but they’re not entirely supported by the spending plans of the cloud giants and the Neoclouds and sovereign states, as a new Merrill Lynch report shows.

https://t.co/mIUIvlVmxr

$MU $NVDA $AMD https://x.com/TiernanRayTech/status/2105755099138031997