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We're adding to our position in a chipmaker as the AI trade regains its footing
The company is increasing its position in a chipmaker as the AI trade regains momentum. The stock remains significantly below its level from last month following earnings reports.
Related Signal
Adjacent reporting
- Shares in chipmakers underpinning AI boom rocket in first half of 2026
- We're exiting our position in an AI chipmaker to lock in big gains
- Shares in chipmakers underpinning AI boom rocket in first half of 2026
- AMD plummets 8% in premarket trading despite beating expectations
- We're starting a position in a chipmaker that is benefiting from the AI boom in multiple ways