The author predicts Intel will reach a $1 trillion market cap by capturing market share from TSMC, Broadcom, Marvell, and MediaTek. Nvidia is expected to lose pricing power as big tech shifts toward internal ASIC stacks, while Google is projected to dominate the application layer with Gemini. In the event of a conflict in Taiwan, the author forecasts a massive price spike for Micron, Dell, and Intel, potentially driving all three to trillion-dollar valuations.