$Intel(INTC)$ There has been a lot of discussion lately about two semiconductor CEOs: Dr. Lisa Su at AMD and Lip-Bu Tan at Intel. Dr. Lisa Su holds a PhD in EE from MIT and worked on copper interconnect technology at IBM before taking over AMD in 2014, when the company was near bankruptcy with a $2 stock. She bet heavily on the Zen CPU architecture with Ryzen and EPYC, and that led to one of the more notable corporate turnarounds in tech history. AMD captured meaningful server market share with major OEM rack builders like Dell and Supermicro, surpassed Intel in market cap, and positioned itself as the main rival to Nvidia in AI accelerators with the MI300 series. Lip-Bu Tan, the longtime CEO of Cadence Design
$Apple(AAPL)$ Could the unreleased M5 Ultra with 512GB RAM clustered over RDMA using EXO actually pose a serious threat to Nvidia? It seems like it would outsell the duo.
$Intel(INTC)$ It has been showing relative strength for the past couple of weeks. Still looks like there is room to run. Trading names in the upper right of the screen tends to make things easier.
A close friend asked me back in 2020 what I thought were the strongest businesses in public markets at the time. They had been in $Amazon.com(AMZN)$ and were always looking for the next thing. I remember saying that $Alphabet(GOOG)$ still seemed like one of the most powerful forces out there. Looking back now in 2026, I like to think I helped them out. People tend to lump $Apple(AAPL)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , and $Microsoft(MSFT)$ into the same group, but these are very different animal
$Intel(INTC)$ If and when market makers and mutual funds actually execute their buys, this could really take off. I don't think Intel is going anywhere, and it should stay relevant for quite some time. I'm comfortable holding regardless of the short-term fluctuations. That said, I personally would not attempt to short this. It feels like playing hot potato with a lit stick of dynamite.
$Intel(INTC)$ Loaded up at $119. Thanks to the bears and shorts for the contribution. It is in a hurry-up and wait phase now, so just taking it easy. Cheers all.
Comparing two of the top female CEOs in tech: Dr. Lisa Su at $Advanced Micro Devices(AMD)$ and Jayshree Ullal at ANET. Jayshree Ullal started at Crescendo Communications, which became Cisco's first-ever corporate acquisition. She spent over 15 years at $Cisco(CSCO)$ , rising to Senior VP and building their Data Center & Switching division into a $10B+ revenue business. In 2008, she became CEO of Arista Networks when it had roughly 50 employees and zero revenue. She has since built Arista into a $250B+ AI/cloud networking company, taking significant market share from her former employer $Cisco(CSCO)$ , and became one of the most successful self-