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NVIDIA rises 1%, Intel rises 11%, is the AI sector starting to rotate?
Sometimes, the biggest gainers are not necessarily the most popular.
NVIDIA is like the top student in the class.
Stable, but with limited surprises.
Intel is like a student who suddenly has an epiphany.
Accidentally scoring high.
Recently, I have adopted a core + satellite strategy at Gate.
The core position is in NVIDIA.
Satellite positions are allocated to Intel and AMD.
This way, I can enjoy the dividends of industry leaders and seize rotation opportunities.
The development of the AI industry has just begun. #美股AI概念股普涨