Intel is an okay long-term hold but not a solid buy due to price at historical highs, even with a low PEG ratio.

All right, guys. That leaves us now though with the final absolute largest holding in Nvidia's portfolio. And it's one that has been uh really at the center of endless debate and speculation over the past year.

And that is Intel, ticker symbol INTC, which Nvidia owns an incredible $30 billion worth of the stock, making it the only position that is, you know, worth close to like half of their entire portfolio.

Which is kind of crazy, you know, since most people would often think of Intel as more of like a legacy rival to Nvidia than someone that, you know, they'd be teaming up with. But yeah, that's exactly what the two companies have done now in 2026, which is actually not that hard to grasp when you really think about it.

Now, for Intel, it's all about rebuilding their foundry business in in hopes of one day being the go-to manufacturer for American-made chips. Well, in order to show that support, both Nvidia and the US government have invested heavily in Intel.

Which has uh right alongside uh of that, uh the price has soared on breakout new deals and commitments. All of which is why analysts project a giant surge in both sales and profits um in the coming years.

In fact, it's been so large that Intel's PEG ratio, after a a recent dip in the stock price, uh now sits well below the sector median.

This is actually the only stock on the list that I own myself, too. So, I would have to rank them pretty high by default, but because it's still sitting at pretty much the highest levels that um we've seen throughout history for the stock, um I just have a hard time ranking it too high or or or as a as a buy, like as a solid buy.

I think it's an okay kind of hold long term, but I'm already up a giant amount on my position and to be honest, I've even thought about cashing in some of those shares. I'm still holding it long term, but I have thought about it.

Um just to kind of lock in profits, but yeah, I think I'll put them uh I guess just just barely under Synopsis. It's kind of tied with Synopsis, but I'll put them at number three overall.