AI infrastructure demand isn't slowing down — here's what to know

The semiconductor rally really isn't slowing down right now. There's so many movers. Seagate up 15%.Texas Instruments up uh over oh 8% right now. We really got a trifecta of earnings from chip equipment makers and memory suppliers all saying the same thing. AI infrastructure demand is still running hot.ASML was the big one. Orders came in nearly double what analysts had expected. China revenue dropped to 20% of sales, which sounds bad from the low30s last year, but that's what the street wanted.They wanted ...