David Nicholson labels Nvidia (NVDA) as the "super PAC" of tech. The Mag 7 company's $5 billion investment into Intel (INTC) is what he attributes as a leading indicator to Nvidia's strength of amplifying the A.I. ecosystem. Angelo Zino says the upside to Intel has yet to be acknowledged but expects Nvidia to continue its industry dominance. The big question revolves around China. Angelo argues that if China opens back up to buying Nvidia chips, it will serve as a substantial revenue driver for the tech giant.