I will go for option C. Intel -To The Moon - Tiger Brokers Online Investing Community - To The Moon

I will go for option C. Intel price has run too far ahead of its value. Market is positioning Intel for its potential future success of its foundry services to take on TSMC. It's not even in the AMD space. US government's involvement is already priced in from the recent price spike. Now is the time for delivery however there is simply not enough time for Intel to do just that. Therefore market will be in for a reality check when it announces its latest results. Of course, this is only my take. Market could be irrational for longer than necessary, as could be seen in $Tesla Motors(TSLA)$

TSMC Defies Macro Risk: AI Demand Still Outrunning Supply?

TSMC plans record capex of $52–56B in 2026, up as much as 37% YoY, to expand capacity as AI chip demand surges. Even so, advanced-node supply is expected to lag demand for years, potentially opening room for rivals like Intel and Samsung Electronics. Despite broad equity weakness driven by macro risk on Tuesday, TSMC rose again, extending post-earnings strength. With record capex planned, can TSMC maintain pricing power despite rising investment intensity? If advanced-node shortages persist, will Intel or Samsung meaningfully gain share?

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Even so, advanced-node supply is expected to lag demand for years, potentially opening room for rivals like Intel and Samsung Electronics. \nDespite broad equity weakness driven by macro risk on Tuesday, TSMC rose again, extending post-earnings strength. \nWith record capex planned, can TSMC maintain pricing power despite rising investment intensity?\nIf advanced-node shortages persist, will Intel or Samsung meaningfully gain share?","image":"https://community-static.tradeup.com/news/595dd547b9d5417d3b3946cd96751693"}],"images":[],"coverImages":[],"html":"<html><head></head><body>I will go for option C. Intel price has run too far ahead of its value. Market is positioning Intel for its potential future success of its foundry services to take on TSMC. It's not even in the AMD space. US government's involvement is already priced in from the recent price spike. Now is the time for delivery however there is simply not enough time for Intel to do just that. Therefore market will be in for a reality check when it announces its latest results. Of course, this is only my take. Market could be irrational for longer than necessary, as could be seen in <a href=\"https://ttm.financial/S/TSLA\"> $Tesla </a><a href=\"https://ttm.financial/S/TSLA\">Motors(TSLA)$</a><a href=\"https://ttm.financial/S/TSLA\"> </a></body></html>","htmlText":"<html><head></head><body>I will go for option C. Intel price has run too far ahead of its value. Market is positioning Intel for its potential future success of its foundry services to take on TSMC. It's not even in the AMD space. US government's involvement is already priced in from the recent price spike. Now is the time for delivery however there is simply not enough time for Intel to do just that. Therefore market will be in for a reality check when it announces its latest results. Of course, this is only my take. Market could be irrational for longer than necessary, as could be seen in <a href=\"https://ttm.financial/S/TSLA\"> $Tesla </a><a href=\"https://ttm.financial/S/TSLA\">Motors(TSLA)$</a><a href=\"https://ttm.financial/S/TSLA\"> </a></body></html>","text":"I will go for option C. Intel price has run too far ahead of its value. Market is positioning Intel for its potential future success of its foundry services to take on TSMC. It's not even in the AMD space. US government's involvement is already priced in from the recent price spike. Now is the time for delivery however there is simply not enough time for Intel to do just that. Therefore market will be in for a reality check when it announces its latest results. Of course, this is only my take. Market could be irrational for longer than necessary, as could be seen in $Tesla Motors(TSLA)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/522572120769232","repostId":0,"isVote":1,"tweetType":1,"viewCount":757,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":486,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/522572120769232"}