if you followed the news you would know that intel/nvidia are in big competetition to determine the leader of next generation processor/graphic chip.. basically nvidia wants making a graphic chip that is a graphic chip and processor in one, so intel chips obsolete, intel is trying to do the same, integrated graphic in processor, but with a new technique (not shaders but raytracing) to replace nvidia chip which was what the article I read was about.
basically i think consolidation will be underway in technology.. since theres not much innovation now compared to 1990-2000 and the way to grow is eat in eachother markets.. and you dont know the winners right now
Right now wouldnt be in technology eitherway, nasdaq either outperform or underperform the dow