Semi bullish and Semi bearish.
Overall bullish as they will be the intel liek when they are in their Hay days,
Long long term will be Quantum and if they don't wanna fall behind they will invest in one. Or develop one. But that will reduce demand for their chip and also reduce value of their stocks.
Not that responsible by Jensen and Zuck to dismiss Quantum.
But if anyone can do it. It will be Google. It's the most underrated$Alphabet(GOOG)$ company as well. Not getting sued for monopoly for nothing.
$NVIDIA(NVDA)$ is also monopoly in some way. But with the big BAN ongoing, am sure a lot of sales will still happen but not reported. So a lot of black market and unreported profits. Stupid to ban actually... lost in taxation income. Coz we all know it will still be sold in one shape form or another.
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