koolgal
09-29 19:12
🌟🌟🌟Monday was a brutal reminder that $Intel(INTC)$ turnaround is a marathon not a sprint.  While $NVIDIA(NVDA)$ was busy buying back its own weight in gold, Intel took a sharp 5.67% dive to USD 116.03.

For investors who chased the spectacular 40% rally earlier this month, the sudden red candle feels like a splash of ice water.

Let's be honest.  The valuation of Intel vs NVIDIA is not shrinking overnight.  Investors are looking at Intel's multi billion dollar foundry losses and realising that building an elite OEM chip making empire takes years.

The market has the patience of a toddler.  So any pullback sends people running back to King NVIDIA.

I believe this pullback is just a normal recalibration.  Intel's data center business is up 59%, server CPU demand is outstripping supply and the domestic foundry capacity is a  long term goldmine.

Rome wasn't built  in a day.  Intel's multi year restructuring is the test for a long term investor.

@Tiger_comments @TigerStars

The boss asked me to issue coins
Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion πŸ‘‡ πŸ”₯ The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?
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Comments

  • zuma
    06:37
    zuma
    thx
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      May you have a winning week πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      My pleasure ☺️☺️☺️
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