$NVIDIA Corp(NVDA)$ I heard someone very knowledgeable say today that the amount of labor cost that AI will take out of large enterprises in the US is $4 trillion. That's the real AI game and NVDA is the best and most efficient chip company to help realize that improved productivity. They are like what $Alphabet(GOOG)$ $Alphabet(GOOGL)$ has been in search. Once that lead is built up there is no overcoming it. So now the DOJ talks about breaking up GOOG. NVDA is on that same path. $Intel(INTC)$ is dying and there is really nobody else on the horizon.
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