It’s hard to imagine that only

2023-06-27

It’s hard to imagine that only NVDA is benefiting from AI. I’d like to think somehow the other semis have AI exposures too and will also benefit from it, but might not be as big as NVDA yet. It’s also hard to imagine that INTC will not be guiding higher, considering it’s AI exposures, additional new major client, promising to have over $20B from manufacturing next year. This yr will show growth already but most likely a lot less than 2024. Maybe the increase guidance will be for year 2023 instead of qtr but definitely a huge guidance increase is coming in 2024. By then we should be at $75, the growth could be 50% maybe or more? While this is still cheap and hasn’t gone up much yet, it’s a great time to be invested. $NVIDIA Corp(NVDA)$ $Intel(INTC)$

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