According to WuShuo, market observer Serenity shared her thoughts on the recent pullback in US chip stocks (e.g., NVDA down 4.87%, MU down 7.03%). Media often blames this on the shadow cast by individual major players, but in reality, Broadcom has already projected strong demand through 2028, and the fundamentals of AI development remain unchanged. In fact, capital expenditure (capex) is increasing. She believes the core driver of this pullback is the rising probability of a Fed rate hike. However, she advises investors not to try trading based on the probability of Fed decisions but to stay bullish on companies with solid performance expectations and strong fundamentals. https://(wublock123.com)/news/us-ai-chip-stocks-pullback-due-to-rate-hike-expectations-ai-fundamentals-intact-62315