Can this massive rally in AI chip stocks continue? Bernstein answers

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Applied Materials Inc (NASDAQ: AMAT) Delayed: 492.32 -3.89 (0.78%)
Previous Close $496.21    52 Week High $31.07 
Open $503.00    52 Week Low $15.44 
Day High $503.50    P/E 1,295.58 
Day Low $483.13    EPS $0.38 
Volume 5,343,266       

ADVANCED MICRO DEVICES (NASDAQ: AMD) Delayed: 473.09 +3.63 (0.77%)
Previous Close $469.46    52 Week High $8.00 
Open $476.50    52 Week Low $1.75 
Day High $477.36    P/E N/A 
Day Low $462.11    EPS $-0.11 
Volume 13,298,328       

Avago Tech (NASDAQ: AVGO) Delayed: 368.45 +4.42 (1.21%)
Previous Close $364.03    52 Week High $179.42 
Open $370.69    52 Week Low $117.08 
Day High $375.13    P/E N/A 
Day Low $365.05    EPS $0.00 
Volume 17,825,553       

KLA-Tencor Corp. (NASDAQ: KLAC) Delayed: 184.02 -1.84 (0.99%)
Previous Close $185.86    52 Week High $77.85 
Open $189.44    52 Week Low $62.33 
Day High $189.77    P/E 56.28 
Day Low $182.11    EPS $3.27 
Volume 5,276,966       

Lam Research (NASDAQ: LRCX) Delayed: 314.00 +3.47 (1.12%)
Previous Close $310.53    52 Week High $102.44 
Open $317.86    52 Week Low $63.10 
Day High $319.10    P/E 159.39 
Day Low $303.85    EPS $1.97 
Volume 5,613,612       

Nvidia Corporation (NASDAQ: NVDA) Delayed: 214.75 -2.1 (0.97%)
Previous Close $216.85    52 Week High $88.77 
Open $218.42    52 Week Low $24.75 
Day High $218.74    P/E 290.20 
Day Low $214.50    EPS $0.74 
Volume 91,767,178