AI has turned semiconductors into one of the most profitable

AI has turned semiconductors into one of the most profitable sectors in the market:

? $NVDA owns main AI compute layer
? $AVGO monetizes custom silicon, networking & connectivity
? $AMD remains CPU bottleneck play as inference workloads scale
? $MU benefits from memory… *****nY5YprJpYY pic.twitter.com/y7L08MvMVY

— Shay Boloor (@StockSavvyShay) May 5, 2026