Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
参加 February 2012
145 フォロー中 141.7K ファン
$TSM $MU $SKHY $NVDA $SNDK $AMD $ARM
TSMC CEO C.C. Wei Earnings Quotes
“Our confidence in the AI megatrend that will continue for many years remains strong. Capital expenditure over the next three years will be much higher than in the past three years.”
“Agent-type AI is expanding the role of CPUs in data centers and increasing silicon (semiconductor) demand.”
“We are collaborating with CPU customers to support advanced technologies and production capacity so they can capture opportunities in the agent AI market. We serve customers across all CPU architectures — Arm, x86, and RISC-V.”
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