🎁 What the Tigers Say |Intel and AMD Surge! Catch-Up Trade: Which Do You Favor?

Hi Tigers, Welcome to “What the Tigers say.”

This is a weekly column planned to share the great opinions from Tigers on a specific topic, and today our Theme is $Intel(INTC)$ and $Advanced Micro Devices(AMD)$.

🔥Semiconductor sector surges, with the AI computing power dividend opening an investment window! $Taiwan Semiconductor Manufacturing(TSM)$ 's Q4 earnings wowed the market: gross profit margin topped 62% for the first time, net profit hit $16B (YoY +35%, beating expectations). It also announced a record $56B 2026 capex (+37% YoY), confirming booming AI chip demand and lifting the Philadelphia Semiconductor Index over 3% in a day—proof of the industry's strong momentum.

In addition to tsmc earnings pop, there are two strong competitors among semi sector

Riding this wave, $Intel(INTC)$ soared 7.33% and $Advanced Micro Devices(AMD)$ jumped 6.42% post KeyBanc's "Overweight" upgrade, with their 2026 server CPUs nearly sold out. Bet on AMD's steady growth (MI300 & 2nm upgrade) or Intel's catch-up rally (18A breakthrough & geopolitical backing)? This AI/earnings-driven rally hides accessible US stock opportunities. Open an account now to grasp strategies for these leaders and seize the trillion-dollar semiconductor dividend!

This week, we’ve selected insights from — , here’s what they have to say about Intel and AMD Catch-Up Trade

🎁Special Notes: Whoever showed up on the “What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.

1. @nerdbull1669 Intel Surges Higher, AMD Catching, But Who Is Being Favored?

Key points:

• Analysts generally favor $Advanced Micro Devices(AMD)$ over $Intel(INTC)$ as the better "catch-up" candidate for growth, with AMD offering ~30%+ consensus upside ($270–$300 price target) driven by server CPUs, AI accelerators (MI300 series), and 2nm Zen 6 chips.

• $Intel(INTC)$ is the better candidate for a fundamental turnaround. It is trading at a lower valuation (P/E under 20) and is catching up in manufacturing technology.AMD is the better candidate for market share catch-up against $NVIDIA(NVDA)$ . It is transitioning to $Taiwan Semiconductor Manufacturing(TSM)$ ’s 2nm node for its Zen 6 chips, aiming to close the performance gap in AI inference.

• Align your $Advanced Micro Devices(AMD)$ trades with its technical trend dynamics, where short-term momentum shows neutral to mild bearish traits amid key moving averages while the long-term trend stays constructive.

2. @xc__ 🔥 Intel vs AMD: AI Chip Boom Ignites Epic Battle – Who's Your Pick for Massive Gains? 🚀

Key points:

• The semiconductor world is on fire after KeyBanc's blockbuster upgrades sent Intel ( $Intel(INTC)$ ) skyrocketing 7% and AMD( $Advanced Micro Devices(AMD)$ ) blasting off 6% in a single session. 😎 With AI server chips practically flying off the shelves – sold out through 2026!

• Hyperscalers like Amazon, Google, and Meta are gobbling up everything, pushing Intel's foundry ambitions into overdrive – rumor has it, Apple might even tap Intel's 18A process for lower-end Macs and iPads by 2027. 🍏🔧 Meanwhile, AMD's AI GPU sales could top $15 billion this year, fueling that premium valuation.

• My take? Favor Intel for the catch-up trade. 🏅 It's undervalued, with real traction in AI servers and foundry wins that could flip the script. AMD's awesome, but that $270 PT assumes zero missteps – too rich for comfort right now.

3. @WeChats Miss Nvidia or SpaceX? The "Second Source" Strategy Could Be Your Next Alpha 🚀

Key points:

• NVIDIA $NVIDIA(NVDA)$ has the H100/Blackwell and CUDA moat. AMD $Advanced Micro Devices(AMD)$ gets "Client-Funded Catch-up"—Microsoft, Meta help optimize its ROCm software. AMD’s MI300 has 192GB of memory, fitting larger models on fewer chips for AI inference. It’s not about beating Nvidia, but getting "survival capital" from customers avoiding a monopoly.

• The "Second Source" logic applies to $Intel(INTC)$. The US pours billions into Intel, not because its foundry is superior to TSMC, but for a factory out of Chinese missiles’ range. It’s a geopolitical backup, fueling its surge as a catch-up play.

• Smart money knows the "Second Best" has better risk and reward. Reliance on a single supplier is suicide. Markets and governments pay to keep runners-up alive. AMD and Intel surge on this "Second Source" trade—needed as leverage and backup.

💬 Questions for You

1. In the Intel vs AMD showdown, do you side with AMD’s stability or Intel’s catch-up potential for 2026 gains?

2. Do you think the "second source" strategy is a smarter bet than chasing market leaders like Nvidia or Tesla this year?

3. Will AI server chip demand and foundry wins be the key drivers that shift the balance between Intel and AMD in 2026?

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