AMD and Solar Stocks Poised to Rally on AI Chips, Manufacturing Growth, Shipping Rates
• AMD's new AI chips could compete with Nvidia and fuel a stock rally • First Solar is profitable and expanding manufacturing, poised to benefit from IRA • Frontline shipping rates staying high due to geopolitical issues and longer routes • Interest rates likely dropping in 2024, setting stage for equity rally • Author bullish on AMD, First Solar, and Frontline as stocks ready to rally