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01-16

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@TigerClub:🎁 What the Tigers Say |Intel and AMD Surge! Catch-Up Trade: Which Do You Favor?

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It also announced a record $56B 2026 capex (+37% YoY), confirming booming AI chip demand and lifting the Philadelphia Semiconductor Index over 3% in a day—proof of the industry's strong mo","text":"Hi Tigers, Welcome to “What the Tigers say.”This is a weekly column planned to share the great opinions from Tigers on a specific topic, and today our Theme is $Intel(INTC)$ and $Advanced Micro Devices(AMD)$.🔥Semiconductor sector surges, with the AI computing power dividend opening an investment window! $Taiwan Semiconductor Manufacturing(TSM)$ 's Q4 earnings wowed the market: gross profit margin topped 62% for the first time, net profit hit $16B (YoY +35%, beating expectations). 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