if you were given $10,000 today to invest in either Nvidia and AMD or Intel and IBM and Texas Instruments, which would you do? personally I would do the ladder Trio as I agree with analysts and think they are the best positioned to take advantage over the long term and will yield higher returns than if you bought into AMD and Nvidia.
Apple will be one of IFS customers. They need to diversify from TSMC and have at least 2 suppliers. They are the largest chip design company in the world. Nvidia makes and sells very few chips. In the millions. They are not a big customer, although people on this board thinks they are a big win because they have a monster market cap. More and more Big chip makers are lining up for intel's 18A, 20A node production before too late to place the order at front of the long line, but Wall street's crooks are deliberately ignoring this big event coming. It has just begun this morning, the Intel and AMD reversed the course. Intel will replace the AMD for second best of AI leaders, then NVIDIA is the next.
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