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The CPU giant is on a wild ride, is it still possible to position now?

The demand for AI computing power continues to surge, driving peak prosperity in the CPU industry. Intel, AMD, and ARM's stock prices have r Show More
The demand for AI computing power continues to surge, driving peak prosperity in the CPU industry. Intel, AMD, and ARM's stock prices have repeatedly hit new highs. On May 1, Intel's market capitalization broke through $500 billion, setting a new record high. On May 4, it surged another 13%, with cumulative gains exceeding 190% year-to-date. Meanwhile, AMD released its latest earnings report, showing Q1 revenue of $10.3 billion, a 38% increase year-over-year. The company forecasts CPU revenue growth of over 70% for the second quarter and expects the CPU market to grow by more than 35% annually by 2030. Driven by the earnings report, AMD rose over 11% in after-hours trading. On May 6, after the market closed, ARM released its latest earnings report, projecting Q1 revenue for the fiscal year 2027 at $1.26 billion, surpassing market expectations due to surging demand for AI data centers. ARM's shares jumped over 10% in after-hours trading. With the continued boom in AI computing power, how far can this rally go?
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