CFRA

perspectives

1. 1.US Economy
2. 2.Datacenters
3. 3.Semiconductor industry
4. 4.Tech industry
5. 5.China Claims in South China Sea
6. 6.US-China Relations
7. 7.Artificial Intelligence
8. 8.Political status of Taiwan

countries

1. 1.China
2. 2.Taiwan, Province of China
3. 3.United States

organizations

1. 1.Alphabet Inc
2. 2.Super Micro Computer
3. 3.PHLX
4. 4.OpenAI
5. 5.Nvidia
6. 6.Nasdaq
7. 7.Microsoft
8. 8.Meta
9. 9.Google
10. 10.Computex
11. 11.Apple

persons

1. 1.Steve Jobs
2. 2.Jensen Huang
3. 3.Angelo Zino

technicals

1. 1.Silicon Valley
2. 2.iPhone
3. 3.Blackwell