Add and the reasons below:  • I believe Intel can deliver better than expected results, particularly in data-center and AI segments, therefore, the momentum sentiment is that Intel could run further. • Also, there is a possible turnaround in manufacturing and server dominance, hence, at the current prices, it's an opportunity to add more. 

Yes and surely it will be! Space is likely to be a core investment theme heading into 2026, driven by technological, commercial, and strategic forces that extend well beyond niche moonshots. Many analysts and investors are seeing it as a compelling long-term theme rather than a short-lived fad

$Micron Technology(MU)$  Micron is not the next Nvidia. While both companies benefit from the growth of artificial intelligence, Nvidia represents a structurally advantaged platform business, whereas Micron remains a cyclical supplier of a critical but competitive component. Micron’s strength lies in timing and cycle management, not in replicating Nvidia’s dominance. Investors should therefore view Micron as a complementary AI investment rather than a successor to Nvidia’s exceptional growth story.