$Intel(INTC)$ Intel will have

$Intel(INTC)$ Intel will have regained the silicon crown in H2 2024 and Gaudi 3 then 4 will have eroded those 90% margins at nVidia. nVidia sales and earnings will plummet to about 25% of current level and the stock will crash down to a valuation a little over Intel's while Intel's sales and earnings nicely grow. Do the math.

At Intel's current valuation I am personally very comfortable that the stock is highly supported at $30 for the next quarter, then Meteor lake + Gaudi 3 + Intel 20A + 18A will lead the sales and earnings based stock growth. All the while nVidia pricing and technology lead will be eroded. In the end nVidia temporarily went from niche AI research + gaming to mainstream AI boom, but then it will subside back to its roots of AI R&D + HPC.

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