While NVIDIA is the king, I believe that $Intel(INTC)$ has the most upside potential. If Intel successfully executes its Foundry strategy & becomes a possible competitor to TSMC, the upside is generational. Intel can possibly be the ultimate patriotic trade backed by billions in US government subsidies.
Intel is no longer a turnaround story. It is morphing into a dual engine powerhouse that combines a legacy CPU recovery with a futuristic power play.
While NVIDIA and AMD battle for AI design supremacy, Intel is positioning itself as the only US company that can actually build the future of silicon on a massive scale.
The biggest catalyst for Intel now is the successful high volume manufacturing of its 18A process node.
Exciting times are ahead for Intel.
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