Intel’s turnaround looks increasingly real, but US$100 is ambitious. It is achievable if execution stays strong, AI server CPU demand expands, and margins continue recovering. That said, much optimism is already priced in, so further upside needs clear earnings beats.
On CPU vs Memory, I would not call it a replacement cycle. CPUs are becoming critical as the “brains” for AI orchestration and inference, while memory, especially HBM/DRAM, remains the bandwidth backbone. Both can run, but leadership may rotate.
My pick:
• Near term momentum: CPU
• Higher upside torque: Memory
• Safer long-term compounder: CPU
Intel at a new ATH? Possible.
Intel above US$100? Possible, but execution must be near flawless.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments