$NVIDIA Corp(NVDA)$ I have bought and held NVDA for a couple years...before I could even spell AI.

With the AI craze hitting full speed, I made some money on $Advanced Micro Devices(AMD)$ and $SUPER MICRO COMPUTER INC(SMCI)$ but with the downdraft took my profits , leaving only a few tracking stocks to remind me of the sales.

On $Intel(INTC)$ I bought leap calls over a year ago...those expired worthless. I've owned $Taiwan Semiconductor Manufacturing(TSM)$ for some time. However note that the immense plant TSMC is building in Phoenix will be delayed, which is also a problem for INTC's new plants I suspect, so I am shying away. These new plants require a large number of qualified high tech engineers who want to work in the lab like environment of the foundries...at the scale of new plant builds, those jobs will be difficult to keep filled.

Given the complexity of the AI mix...for longer term holds, I feel more comfortable with the user segment of AI such as $Amazon.com(AMZN)$ AWS and $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Gemini and $Apple(AAPL)$ AI (whatever that becomes).

Nvidia now has over a 3 trillion dollar market cap and soon to surpass $Microsoft(MSFT)$ company inthe world that is truly amazing!……

Buy it now until it too late! NVAD see you $270 soon ! ! !