What’s interesting is that even as the prospect of a March rate freeze solidifies, AI momentum is burning further.

AI Semiconductor Manufacturers Like Nvidia, AMD, Broadcom
Cadence Design to create semiconductor design tools
Up to SMCI (+35.9%) supplying high-performance servers for AI

All are breaking all-time highs.

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The main issues are as follows.

1) SUPER MICRO (SMCI): Significantly raises quarterly earnings guidance due for 1/29 release. Previously, revenue forecast was between $27.9 billion and $2.9 billion, but revised to $3.6 billion. This means demand for AI servers is exploding

2) META: By the end of 2024, NVIDIA H100 has secured more than 350,000 units and invests in AI in earnest. Invests between $15 and $18 billion in the mid- to long-term

3) Galaxy S24 release: On-device functions such as Galaxy AI are well received (real-time interpretation, image recognition, Google search, etc.)

4) Reddit IPO Prepared For March: Reddit Famous For Its U.S. Version Of DC Inside. Using SNS Platform As Data For AI Learning

5) Philadelphia Semiconductor Index Reaches All-Time High: Nasdaq Has Not Reached All-Time Highs, But Philadelphia Semiconductor Index First Crosses All-Time Highs. Proves AI Semiconductor Momentum Is Outpacing Other Momentum

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