$Mobileye Global Inc.(MBLY)$ $42

$苹果(AAPL)$ Apple offers a solid laptop product line along with its mobile. Highly competitve ARM chips offer a good alternative to CUDA GPUs for consumer AI model inferencing due to its unified memory design which starts a new trend that substitutes expensive gpu memory with main memory without sacrificing much time. Expect nvidia drops a huge chunk of market shares to Apple.

$美国超微公司(AMD)$ the lack of competition for CUDA makes AMD an extremely overvalued Stock for AI. Target price $99 for budget players in gaming industry and server domain.