AI is real

$Broadcom (AVGO.US)$ The buliding of AI requires infrastructure blocks and parts. There is many companies that are part of building this infrastructure but only few are the ones that have no true competitor.

What AVGO does, can be done by Cisco and others. SMCI has plenty of competitors , such as DELL and so on.

NVDA has no competitor, that's not because NVDA is a genius and Noone can replicate what NVDA does, but because Chip companies ignored the graphic chip market and left it to NVDA for all the 3 decades, many who are older remember the first hey days of NVDA with the VOODO 3dfx card in the 90s, INTEL simply left NVDA producing it, it was small stuff for INTC, but now NVDA stumbled unto something with its GPUs. Now the race starts, companies will make better chips then NVDA, until then buy the dip of NVDA. But soon, you will hear others coming out with chips, and these are INTC, QCOM, IBM and when you do you sell NVDA