Good points but they have the fabs. That's why my bets are on them. Everyone is reliant on ASML and unlikely to change. Intel has fabs and is too big to fail

Good points but they have the fabs. That's why my bets are on them. Everyone is reliant on ASML and unlikely to change. Intel has fabs and is too big to fail, the us government won't let it happen. I'm making a safe bet on the long term, not a speculative one based on a technology that will or won't be worth that valuation.