
Feels a lot like the transition from Intel to Google. Software follows Hardware, and then gives multiple times returns.
May be a good time to get in :)


Right time to buy semiconductor stocks were 2014-16.
People have made 💯 X profit also.
But yeah 2x 3x u can make in next 5y.
Intel Broadcom Synopsys Cadence Amd Nvidia Intel Arm Tsmc
These are good bets.

Yes, Gpt4 is a milestone buy I think the whole AI boom is going to fall just like web3 and Crypto

May be a good time to get in :)


After the new release of deepseek models, the usa stock market is fully red. Nvidia nearly 20% down.
Are you sure stacked up to buy nvidia? Or wait?


After the new release of deepseek models, the usa stock market is fully red. Nvidia nearly 20% down.
Are you guys stacked up to buy? Thoughts?