What do NVIDIA's financial results mean?

It has been confirmed that the upstream generation AI is exclusive to NVIDIA, and there are not that many products with high added value, won by one person.

Considering NVIDIA's monopoly state of GPUs and the large development cycle of GPUs for 4 years, it seems that NVIDIA will continue to win one-man for generative AI equipment for a while. NVIDIA has an overwhelming technological advantage

A truly disruptive innovation

When one person wins, it means that the number of companies that lose will increase because of that, so I think the map of the semiconductor industry will also change.

NVIDIA's stock prices are often high, so I have an idea to buy AMD, Micron, etc., but how about that?

The stock price has dropped due to profit-taking sales and some shorting at the target stock price of $500, but I don't think this level of profit is a high price at all.