- Entry
- $623.77
- Now
- $646.70 +3.7%
- Target
- —
- Score
- —
[Is the easy money on this theme already over? ](https://www.moomoo.com/news/post/76553992?global_content=%7B%22promote_content%22:%2211067213%22,%22promote_id%22:20795,%22promote_type%22:43,%22sub_promote_id%22:1%7D)Let’s break down what’s actually left to price in: Meta’s Connect event drops this week with new Muse AI features that could reset its valuation, AMD just crossed the $1T market cap mark and still has years of server AI ramp ahead. Intel is sitting on real 50% CPU supply tightness that no one can handwave away, ARM’s clean AI server exposure doesn’t come cheap but the catalyst pipeline is clear, …
— ORIGINAL POST ·
Wait, the AI CPU trade just blew up this week — Meta jumped 11%, ARM surged 17%, Intel and AMD both posted double-digit gains, even Nvidia climbed 2% even after running hot for months.
· r/smallstreetbets
· Sep 22, 2026