Am I still bullish on tech and semiconductor sector? Oh yes. But is the valuation extremely elevated now? Does the PE and forward forecast warrant the current price levels? Some questions to ponder upon as u made yr next decision.
INTC Drops: Has Competitive Landscape Changed?
Intel fell 3.62% on the same day Cerebras surged 68% in its IPO debut, absorbing the most direct competitive narrative hit as a new AI chip rival went public. Cerebras' CEO warned the U.S. needs 15 years to close the semiconductor manufacturing gap with China — the market assigned that irony squarely to Intel — while NVDA's simultaneous all-time high further compressed INTC's valuation. Do you see INTC as oversold, or has the competitive landscape fundamentally changed?
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