According to the latest report from investment bank Wedbush, their research findings in Asia indicate a highly optimistic market attitude towards the "artificial intelligence (AI) revolution," with demand for NVIDIA (NVDA.US) chips accelerating significantly, a trend expected to persist until 2026. The analyst team led by Daniel Ives stated in the report, "In summary, we are witnessing a clear acceleration in demand for NVIDIA chips. We estimate that the demand-to-supply ratio for NVIDIA's next-generation GPUs is nearing 10:1—this astonishing figure indicates that the AI revolution is still in its very early stages.」 Analysts believe that this demand trend is highly beneficial to key chip manufacturers such as TSMC (TSM.US), AMD (AMD.US), and Intel (INTC.US). As the AI capital expenditure supercycle continues to advance, these major chip suppliers will experience sustained growth, with NVIDIA remaining the primary beneficiary. Analysts further noted that checks on the supply chain revealed no signs of demand weakness; on the contrary, the current rate of demand growth far exceeds expectations among most industry players in Asia. Analysts stated, 「We view this as another bullish signal for US tech stocks. As the third-quarter earnings season approaches, we expect tech companies' performance will match or even exceed market enthusiasm for AI, driving further gains in tech stocks leading up to year-end. In our view, this tech bull market will at least continue through 2026.」 The analysts also observed numerous enterprise-level AI projects valued in the tens of millions of dollars getting approved ahead of schedule, which is a strong positive signal for major cloud service providers like Microsoft (MSFT.US), Amazon (AMZN.US), and Google parent Alphabet (GOOGL.US). Additionally, they mentioned that Oracle (ORCL.US) is well-positioned in several large enterprise and government projects, which is why they believe the 「Oracle Renaissance」 is still in its early stages and will maintain strong momentum over the coming years. Despite the evident trade tensions and geopolitical strains between the US and China, analysts noted, 「It is clear that this has not dampened the fundamental demand for these gold-standard NVIDIA chips driving the AI revolution.」 They further suggested that tech stocks are poised for a strong performance before year-end, predicting a potential increase of over 10% in the remaining months of the year as the next phase of the AI revolution unfolds and the upcoming tech earnings season attracts more investors. Analysts concluded, 「In short, while Asian investors remain concerned about the volatile nature of US-China relations, this ‘soap opera’ trade war may cause fluctuations, but we choose to focus on strong demand, the expanding AI application scenarios, and supply chain feedback to further affirm our bullish stance on the AI revolution.」 The six tech stocks picked by analysts as favorites entering the earnings season and year-end include Microsoft, NVIDIA, Apple (AAPL.US), Palantir (PLTR.US), Tesla (TSLA.US), and Alphabet.