Stop only focusing on AI leaders! The recent rally, Intel and Texas Instruments are the hidden main characters

While everyone is still discussing NVIDIA, Intel and Texas Instruments have quietly taken off.
This is a typical market rhythm behind it:
First stage: Leading stocks surge
Second stage: Capital flows spill over
Third stage: Catch-up rally
Now, it’s clear that we have entered the second stage.
Intel’s rise is more due to “expectation correction,” while Texas Instruments is driven by a “cyclical recovery + stable profits” dual logic.
Where are the risks?
If AI demand falls short of expectations, the catch-up logic may be interrupted.
Summary: This is not the end, but the beginning of market diffusion.