One of the most disappointing chip stocks last week was $Intel(INTC)$ The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the "reverse" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c

$SUPER MICRO COMPUTER INC(SMCI)$ I CFO in December talking about their AI-led growth: "So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago"Image