Shay Boloor(@StockSavvyShay):$NVDA, $AMD, $AVGO and custom hyperscaler chips will compete for years in the AI race but nearly all will still depend on $TSM to manufacture their chips. The quarter was excellent but the market wanted another major estimate reset and instead got strong revenue guidance alongside softer margins, higher capex and fewer near-term catalysts.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

Joined February 2019

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Shay Boloor@StockSavvyShay

2026.07.18 12:43

$NVDA, $AMD, $AVGO and custom hyperscaler chips will compete for years in the AI race but nearly all will still depend on $TSM to manufacture their chips. The quarter was excellent but the market wanted another major estimate reset and instead got strong revenue guidance alongside softer margins, higher capex and fewer near-term catalysts.