JimmyTurner
2023-11-01

$Intel(INTC)$ I've followed and traded Intel for many years. I can't remember a year when they were attempting even half as much as the next 12-14 months. Any one of these big innovations would have been market moving 10-30 years ago. If they get all them right, it should be an historic year to own INTC. The fact that Mr. Market has put Intel on ignore produces quite the opportunity over the next five years imo. There is a lot of great competition, but the semi TAM isn't shrinking. Somebody will be producing the trillion dollar transistors in 2030. Intel seems like a logical winner because of the massive R&D advances Gelsinger is stoking. Should be a fascinating *two years* to watch. If they execute, Gelsinger will end up being Intel's best CEO in its history. Again, all MHO.

Chip War: Is Semi sector worth investing or not?
Recently, semiconductor companies $Texas Instruments(TXN)$, $ON Semiconductor(ON)$, $Advanced Micro Devices(AMD)$ fell after they released lateset earnings. ---------------- What's wrong with semiconductor stocks? Is Semi sector worth investing or not? Will AI help semiconductor go higher? Good time to bottom or sell before more declines?
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