$Intel(INTC)$ $NVIDIA Corp(NVD

I don’t think anyone investing today is buying based upon past performance. When Intels products are sub par to competitors they lose market share, revenue, and earnings.Looking ahead. If Intel nails manufacturing targets for Intel 3, 20a and 18a, and the products are released on time for those nodes Intel stock will likely explode.Nvidia has already switched from AMD to Intels recently released sapphire rapids. That is a huge vote of confidence in the product (and it’s many hardware accelerations). This also means Intel is already on par at least with AMD.I appreciate there are risks. However, it appears Intel has gotten its act together based upon the latest product releases. I’m taking that risk now at what appears to be a substantial discount.

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

麥卡倫 18
2023-03-30
麥卡倫 18
semiconductor stocks are trading based on talking and dreaming of AI development
NiceOne
2023-03-30
NiceOne
Quite an extraordinary analysis, man. You're amazing!
Twhyger
2023-03-30
Twhyger
[OK]
SG20748
2023-03-30
SG20748
k
Dave Fu
2023-03-30
Dave Fu
Ok
Stan222888
2023-03-30
Stan222888
ok

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When Intels products are sub par to competitors they lose market share, revenue, and earnings.Looking ahead. If Intel nails manufacturing targets for Intel 3, 20a and 18a, and the products are released on time for those nodes Intel stock will likely explode.Nvidia has already switched from AMD to Intels recently released sapphire rapids. That is a huge vote of confidence in the product (and it’s many hardware accelerations). This also means Intel is already on par at least with AMD.I appreciate there are risks. However, it appears Intel has gotten its act together based upon the latest product releases. I’m taking that risk now at what appears to be a substantial discount.</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> I don’t think anyone investing today is buying based upon past performance. When Intels products are sub par to competitors they lose market share, revenue, and earnings.Looking ahead. If Intel nails manufacturing targets for Intel 3, 20a and 18a, and the products are released on time for those nodes Intel stock will likely explode.Nvidia has already switched from AMD to Intels recently released sapphire rapids. That is a huge vote of confidence in the product (and it’s many hardware accelerations). This also means Intel is already on par at least with AMD.I appreciate there are risks. However, it appears Intel has gotten its act together based upon the latest product releases. I’m taking that risk now at what appears to be a substantial discount.</body></html>","text":"$Intel(INTC)$ $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ I don’t think anyone investing today is buying based upon past performance. When Intels products are sub par to competitors they lose market share, revenue, and earnings.Looking ahead. If Intel nails manufacturing targets for Intel 3, 20a and 18a, and the products are released on time for those nodes Intel stock will likely explode.Nvidia has already switched from AMD to Intels recently released sapphire rapids. That is a huge vote of confidence in the product (and it’s many hardware accelerations). This also means Intel is already on par at least with AMD.I appreciate there are risks. However, it appears Intel has gotten its act together based upon the latest product releases. 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