What a day for tech stocks! 🚀
Wall Street's AI trade is back in full swing. ARM surged 17%, Intel jumped 12%, AMD rallied nearly 10%, and Meta climbed more than 11% as investors piled back into tech. $Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ $Intel(INTC)$ $Meta Platforms, Inc.(META)$
What's fueling the rally? Meta's new Muse AI Agent has sparked fresh excitement about the next wave of AI, putting chipmakers and the broader AI infrastructure sector back in the spotlight.
With tech stocks taking off, we want to know: Did you catch the rally?
Maybe you've been holding AMD through the ups and downs, loaded up on chip stocks during the dip, or watched your portfolio hit a new high. Whatever your story, it's time to show off your winning trades!
How to Participate:
Leave a comment under this post and share a screenshot of your holdings.
You can also tell us:
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How much have you made from this tech rally?
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Which stock has been your biggest winner so far?
How to share positions?
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🎁 Reward Details
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All eligible participants will receive 100 Tiger Coins.
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🍀 Lucky Trader: We will select the most interactive, insightful, or interesting comment to receive 66 or 88 Tiger Coins.
⏰ Event Duration
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From 22 September 2026 to 25 September 2026
Comments
Meta 的 Muse 把市场重新拉回到一个问题:
如果 AI Agent 真开始大规模替用户执行任务,到底需要多少持续运行的算力?
这也是为什么 ARM、Intel、AMD 会一起被重新定价。GPU 负责推理,但 CPU、网络、存储、数据中心同样要跟着扩容。
如果我有这类持仓,我会更倾向于:
核心仓位继续拿,但大涨之后不追着加。
接下来我更看三件事:
订单有没有继续增长、数据中心收入有没有上修、自由现金流能不能跟上。
因为一天 10%-17% 的涨幅可以来自情绪和空头回补,但能不能把利润真正留下来,还是要靠基本面。
一句话:
这轮最值得关注的,不是谁涨得最快,而是谁能把 AI Agent 的热度变成持续订单和现金流。
Why stocks rose:
META Muse AI Agent created fresh excitement about AI.
Investors expect AI agents to need more CPUs, GPUs, networking and data centers.
This helped AMD, ARM and INTC.
META also benefited because investors see stronger AI-product potential.
My view:
AMD: Strong AI + data-center growth, but price has already moved a lot.
ARM: Strong long-term AI/CPU story, but valuation risk is high.
INTC: Turnaround potential, but execution is still the key.
META: Strong business, and AI could create new revenue opportunities.
Bottom line:
The AI story is still strong, but I prefer buying gradually on pullbacks rather than chasing a +10–17% one-day rally.
While the market gets distracted by the loud dramatic AI race, Alphabet sits at the centre of the global internet infrastructure, taxing every single click, search and video stream on Earth.
Google Search & YouTube control over 60% of the global digital advertising market.
Alphabet has built an impenetrable moat with over 3 billion active Android devices & YouTube generating billions of hours of sticky viewer engagement every month.
Holding Alphabet long term turns global internet traffic into my personal compounding wealth engine.
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$NVIDIA(NVDA)$ not so much.