I've been paying a lot more attention to AI stocks lately after seeing how strong the sector performed in May.
Names like $NVDA , AMD, MU and SNDK delivered some impressive moves, and that's why I'm watching Nvidia GTC Taipei very closely. If GTC Taipei delivers meaningful AI infrastructure updates and strong demand signals, I wouldn't be surprised to see NVDA test new highs while AMD and ARM continue catching up as secondary beneficiaries of the AI growth story.
The biggest question isn't whether AI demand is growing anymore.
It's whether the next wave of growth comes from data centers alone, or if AI PCs become the next major catalyst for the entire ecosystem.
What's your biggest expectation from GTC Taipei? | $HYPE #Macro Insights# #Altcoin Season#
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