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Amazon Bulls Pour $42 Million Into Call Options as Stock Rebounds: Options Chatter
Industrial Securities: Which industries currently have low valuations and strong performance?
The congestion in most directions of the AI Industry Chain has significantly eased, but in April, which focuses more on performance, the key is still to find directions with strong internal performance certainty and cost-effectiveness.
Inside Apple's Silent Revolution—AI Doctors, Nutrition Tech, And A New Retail Boss
Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
Goldman Sachs Predicts $305 Billion AI Windfall While Adoption Remains Slow
AI Stocks: Seeking Alpha Analysts Vs. Wall Street
Fed Officials Signaled No Hurry to Cut Rates
Shawn 在纽约 : so good
Shawn 在纽约 : What time do you plan to sell? Waiting for 18.5?
Just23go OP Shawn 在纽约 : Near end of this month. Next Thursday or Friday.