somewhat ironically out of my entire portfolio the only holding which did not end negative today is a stock which analyst said avoid and that is Intel. Intel is a buy and hold 🔥Last year, feb. 6 2023, it was at $28.8... now it reached $42, that’s +$20. In percentages that’s an increase of +48.6% , which is not bad at all things considered. In future, those companies with home custom chipset will seek for Intc IFS. CHATGPT, APPL, IBM, AMZN, META, GOOG, MSFT.....then AMD chipset for DataCentre will have to sell to Ghost. Nobody will be buying their poorly designed chipset.
The stock should be at all time highs just based on the node leap INTC is about to make very soon. Then we have all the new processors in the pipeline that will bring to parity with AMD. Then we have the ones not yet announced that are going to shock us all. PAT bought 7163shares @ 42.91. Better than AMDs insider, they sold their shares. The VP boasting a lot about AMD but he sold the shares. NVDA will have a massive amount of market share losses in the next 12-18 months.
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