Disco's stock surged 15% following stellar quarterly earnings that beat forecasts. The chipmaking equipment supplier is riding the wave of explosive demand for AI hardware infrastructure. With the AI arms race heating up, tools suppliers are seeing unprecedented order flows, signaling robust growth in computing infrastructure buildout.
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GasFeeNightmare
· 11h ago
Nah, it's the same story again—chip equipment companies are benefiting, but do you dare to all-in... They've already been bottom-fished by institutions.
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memecoin_therapy
· 11h ago
Missed the bottom buy-in, and got cut again.
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SchrodingerAirdrop
· 11h ago
Chip equipment suppliers are really about to take off. Whoever catches this AI wave will make money. Disco's increase isn't excessive.
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MevTears
· 11h ago
Damn, another surge in chip equipment stocks. Is the AI infrastructure boom not over yet?
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SorryRugPulled
· 11h ago
Wow, disco this time is really fierce, jumping 15% immediately. Tool vendors have indeed been eating well lately.
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WalletDetective
· 11h ago
The chip equipment sector has indeed taken off, but it feels like there are too many followers now... How many can truly hold their ground?
Disco's stock surged 15% following stellar quarterly earnings that beat forecasts. The chipmaking equipment supplier is riding the wave of explosive demand for AI hardware infrastructure. With the AI arms race heating up, tools suppliers are seeing unprecedented order flows, signaling robust growth in computing infrastructure buildout.