My pick is ①: Inference / AI Agents.
Selling off Asian chip stocks just because AI leaders said "slow down" is a knee-jerk overreaction. Slowing down frontier training doesn't mean stopping construction. Foundation models are already big enough. The money is shifting from chasing model benchmarks to monetizing inference and agents.
High-frequency inference consumes HBM and DRAM even more persistently. The memory logic is intact. ASICs and networking will benefit as demand diversifies.
Today's broad sell-off is a textbook headline-driven panic. Don't hand over your core chips. Let Micron's Sept 30 earnings show the real demand numbers. I'm watching for dips, not joining the bears.
Can Telecom AI Become Nvidia's Next Data-Center Moment?
Nvidia rose 2.54% after Jensen Huang outlined an AI economy spanning energy, compute, AI factories, models, and applications, with telecom networks potentially extending compute to the edge. Nvidia is also expanding packaging, testing, substrate, and optical capacity with partners including Samsung and Amkor. Bulls see broader demand and supply-chain resilience; bears warn capacity takes time to generate revenue. Can telecom-edge demand matter before new packaging capacity comes online?
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