Is It Time to Swap Nvidia for Intel in Your Portfolio?

Nvidia's stock has surged due to its dominance in AI chip production, but its growth may slow as AI model training demand stabilizes and competition increases. Meanwhile, Intel, despite recent struggles, could be poised for a turnaround with advancements in its foundry business and potential policy support under a Trump administration. Intel's stock, trading at a lower valuation, may offer better risk-adjusted returns compared to Nvidia, whose high valuation leaves little room for error.