The Auto-Tech segment should see secular growth for the next decade.
Nvidia remains a favorite stock of mine
The semiconductor auto segment is being overlooked amidst the hype around AI and ChatGPT, despite its potential for significant growth.
Nvidia Corporation, Qualcomm Incorporated, and Mobileye Global Inc. are the leading companies with the scale to succeed in this sector.
Each company has solid strengths to satisfy the fast-evolving landscape of this sector, which is a hybrid between auto and technology.
Reaching full autonomy will require a lot of AI and this sector could see more investment than ChatGPT and datacenter.
This is still a fragmented and evolving industry and should give excellent returns for the next decade.