On CPU vs Memory, I would not call it a replacement cycle. CPUs are becoming critical as the “brains” for AI orchestration and inference, while memory, especially HBM/DRAM, remains the bandwidth backbone. Both can run, but leadership may rotate.
My pick:
• Near term momentum: CPU
• Higher upside torque: Memory
• Safer long-term compounder: CPU
Intel at a new ATH? Possible.
Intel above US$100? Possible, but execution must be near flawless.
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