$Intel(INTC)$ Intel should be

Intel should be the all-around-winner in 2024 when it comes x86 and in 2025 should extend their x86 significantly and be a strong contender in GPU - taking the #2 spot from AMDisaster - and DC in HPC and AI accelerators. AMD and their latest discombobulated, copy cat strategy will have already started their (familiar) decent to the cellar.

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

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