And my hunch on QCOM is that it maybe gets a bump after all the talk about the power grid.
www.businessinsider.com
First AI got the bump,then machine learning got the bump,now its the power grid. Bought some QS as well
OpenAI's new chip deals raise a tough question: Where will all the power come from?
OpenAI and AMD signed a deal for 6 gigawatts of compute. Now, they'll just need to get the electricity power it.

First AI got the bump,then machine learning got the bump,now its the power grid. Bought some QS as well