EricVaughan
08-26

$Intel(INTC)$ There are many things that can happen here! Intel could announce a new AI specific chip that is more energy and process efficient than NVDA's graphics centric chips. Since they are building new fabs here is the U.S. already, INTC investors might suddenly find themselves in the AI drivers seat. That is why I'm averaging in. I would not want to be waiting for a better entry point to get at least some in the portfolio.

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