This Smart‑Money Legend Won Big on Intel. The Rest of His Portfolio Might Be Even More Revealing
Key takeaways
- This Smart‑Money Legend Won Big on Intel.
- Tairen Capital’s Terry Zhang executed well-timed semiconductor and AI bets that have delivered outsized returns, with Meta Platforms emerging as an underappreciated opportunity.
- Don t wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks.
This Smart‑Money Legend Won Big on Intel. The Rest of His Portfolio Might Be Even More Revealing Joey Frenette Mon, June 1, 2026 at 11:23 PM GMT+7 4 min read INTC META NVDA Quick Read Intel (INTC) has surged 486% in a year and now trades at approximately $1 trillion market cap as the semiconductor sector rallies; Meta Platforms (META) trades at 22.9x trailing P/E and is exploring cloud computing expansion, positioning it as an undervalued AI monetization play.
Tairen Capital’s Terry Zhang executed well-timed semiconductor and AI bets that have delivered outsized returns, with Meta Platforms emerging as an underappreciated opportunity.
Don t wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.