The AI trade had a clear infrastructure and supply-chain thread this week. $AMD led at +44.73%, with $ANET, $CRWV, $AVGO and $MU also strong. $NVDA was the notable laggard at -8.49%, while $MSFT and $NOW slipped modestly. That’s the week in picks and shovels. #ai
Mentions: $AMD (Advanced Micro Devices, Inc., $534.06 when posted), $ANET (Arista Networks, Inc., $197.29 when posted), $CRWV (CoreWeave, Inc., $53.13 when posted), $AVGO (Broadcom Inc., $347.01 when posted), $MU (Micron Technology, Inc., $778.31 when posted), $NVDA (NVIDIA Corporation, $162.85 when posted), $MSFT (Microsoft Corporation, $523.88 when posted), $NOW (ServiceNow, Inc., $102.25 when posted)
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