wilgolong
Oct 20, 2:25 PM
$CHPY This pullback doesn’t change the fact that AI growth will remain dominant for years to come. Here’s the evidence:
S&P Global: Hyperscaler capex projected to exceed
$1.3T by 2027.
Gartner: AI infrastructure spending growth remains strong.
TSMC: AI chip demand is robust, with 2026 revenue growth expected around 44%.
Valuation fears? TSMC’s strong revenue and profit growth show real demand is backing the AI boom—not just hype.
This pullback reflects valuation concerns, economic uncertainty and short-selling pressure. CHPY short interest reportedly rose 26.4% in September. The long-term AI growth story remains intact.
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