All three companies NVIDIA, AMD and SMCI will reap the benefits of this tie up with Saudi Arabia. Of course NVIDIA will reap more benefits and soon trade at $150 plus.

$SUPER MICRO COMPUTER INC(SMCI)$  If the accounts are finalised by due date in February it will cross $45

TACO creates the uncertainty to favour his cronies as is evident from today's trading by creating panic among the investors for his cronies to exploit. This rise will be short lived And again panic will be created. 

Nvidia will ultimately be quite profitable stock to hold because of its products in high demand 

$CleanSpark, Inc.(CLSK)$  

$Palo Alto Networks(PANW)$  

$Zip Co Ltd(ZIP.AU)$  

$SUPER MICRO COMPUTER INC(SMCI)$  

Replying to @Shyon:I fully support this rationale.//@Shyon:TSM’s $Taiwan Semiconductor Manufacturing(TSM)$ blowout quarter pretty much reset the bar for the entire semiconductor space. With margins expanding, AI-driven demand proving real, and capex leaning heavily toward advanced nodes, the market is clearly rewarding execution and visibility — not just a good story. That’s why Intel $Intel(INTC)$ feels like a tougher test. The stock is already up around 30% YTD, expectations on manufacturing progress have been pulled forward, and yet consensus still points to year-over-year declines in both

$SoundHound AI Inc(SOUN)$