$NVIDIA Corporation(NVD.DE)
Memory chip and semiconductor stocks may be experiencing a rout now but in the medium to long term, I believe there is still upside. We are only at the cusp of the AI revolution. There is still a long way to go. There is concern that high-value AI chips make up less than 0.2% of the volume but contribute to nearly half of the revenue but this is quite normal for new tech. Over time the cost and profit margin will come down as the user base proliferates. The global semiconductor industry is expected to reach USD1 trillion in revenue by 2027 according to Deloitte.
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