I feel like all the $Fiserv, Inc.(FISV.US), $Paypal(PYPL.US), $Novo Nordisk AS(NVO.US) value/dividend investors went extinct this cycle?Was very popular, even last year…But if you pivoted to semis like $Intel(INTC.US) or $Sandisk(SNDK.US), you would be up 200-400%+ YTD.X feed is just AI bottlenecks now, feel like I helped start a new trend?Source: Serenity

Intel

Fiserv, Inc.

Sandisk

Paypal

Novo Nordisk AS

INTEL-T

Fiserv

AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist;