Just curious, I have a small amount along with the others you listed in my fund. NVDA is in my top 10.I honestly haven't followed AMD in a couple decades. They've had quite the run, but I understand the markets a little better on the ones I listed. MU is going to rock with the memory demands from AI. TSM makes NVDA chips along with a ton of other's chips. The equipment companies will win no matter who wins the hardware or software wars.