Is This Fund the Ultimate Buy and Hold Investment for the Age of AI?

Some analysts say that semiconductor giant Nvidia (NASDAQ: NVDA), whose chips have formed the backbone of the AI revolution so far, should be worried about Alphabet's (NASDAQ: GOOGL) $900 billion project around tensor processing unit chips.Others say that the OpenAI partnership with Advanced Micro Devices (NASDAQ: AMD) is suddenly threatening Nvidia's 90% market share for graphics processing units. Still others view Nvidia's position as unassailable, with Bank of America analyst Vivek Arya stating the company operates in a "different galaxy" than its competitors.Yet many of us are old enough to remember when Nvidia stock lost a sixth of its value in January 2025, as China's AI chatbot DeepSeek rattled markets, with Wall Street terrified that an AI app made at a fraction of the cost of U.S. rivals could upend the industry.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool