if you made solid gains (10-50x) with NVDA $NVIDIA Corp(NVDA)$ or AMD $Advanced Micro Devices(AMD)$ it's ok to rotate into INTC. when the market cap differences between these companies are extreme, it's worth rotating. the most important thing here is to know the extensive history of the rivalries between these companies over decades. they do the SAME thing for the most part (soon to compete with even more overlap) with historically speaking similar peaks and valleys, comebacks. when AMD was at a tiny fraction of the INTC market cap, it was a BUY. vice versa. don't overcomplicate this. people wanna be smart and look at the micro and predict the future yet how come when the stocks are down they all bearish, when it's up few are.
NVDA and AMD are not buys now. at best a hold. you accumulate any one of these slow and steadily during the valleys. INTC was in the take profit phase and rotate out of during 2015-2021. NVDA is now that. 2T NVDA market cap vs 140b INTC market cap. lel. gives INTC vs AMD 2015-2016 vibes. don't marry any one of these. the good thing is you don't need to invest a lot when buying low. so no stress. INTC doesnt have that 50-100x potential that AMD had since INTC is already at 100B+ market cap, yet 5x - 10x gains over the long term are reasonable to expect. would put them at around 1T MC
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