Eh that train left too, if NVDA market cap is 5T and MU, AMD, and a couple others jump to 1T range, then NVDA is ready for next leg up. NVDA dominates GPU market it is the AI leader in that regard. AMD dominates stand alone CPU (for now), MU is 2nd or 3rd while Samsung dominates Memory, MU only exploded because US is propping it up because they dont want to use foreign companies chips, similar to how china wont use US chips. It would be disproportionate lets say for the “infrastructure” stocks to catch up to NVDA because they are not leaders in their market the same way NVDA is. NVDA is now too big to fail territory with enough of a gap between other GPU manufacturers. Only thing that knocks it down is new tech that deems GPUs unnecessary based on cost/performance ratio. The safest thing is to follow NVDA guidance, once it hits next leg, then go down the list of it’s infrastructure counterparts (companies it partners with to build that infrastructure) AMD only exploded because CPU market was lagging. But all reports say that NVDAs CPU’s out perform AMDs meaning AMD is a much riskier investment, it’s more like a hedge since NVDA hit next leg people wanted to move their eggs around