$NVIDIA Corp(NVDA)$ I actually sold $Apple(AAPL)$ recently and brought nvidia, why? Apple has been a great stock for me, i own everything apple, but i just don't see the potential for apple to reinvent the wheel in the near term. In contrast, nvidia is providing the parts so that other companies can reinvent the wheel. Why bet on all the horses in a race. Just bet on the company that supplies them with the fuel to do it.
Investing to me is thinking outside the square, many companies are jumping on the AI bandwagon. Some will win others will loose. But there's a common theme... nvidia will be the predominant supplier To them all.
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