jethro
01-05

$Intel(INTC)$ Intel go go go to the moon ๐ŸŒ™!!!

Intel and AMD Surge! Catch-Up Trade: Which Do You Favor?
Intel surged 7% while AMD jumped 6% after KeyBanc Capital Markets upgraded. KeyBanc set PT of $60 for Intel and $270 for AMD, arguing AI server chip capacity could be largely sold out through 2026. Intel is seen in an โ€œexpectations resetโ€ phase, while AMD remains in a valuation-premium phase that demands earnings beats. Focus now shifts to Intelโ€™s Jan 22 earnings and AMDโ€™s Feb 3 report. With AI server capacity tightening, can Intelโ€™s turnaround narrative gain real traction? At a premium valuation, can AMD deliver enough upside surprises to justify $270?
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Comments

  • jethro
    01-07
    jethro
    thanks, perseverance pays... [Smile]
  • koolgal
    01-05
    koolgal
    Congratulations ๐ŸŽ‰๐ŸŽ‰๐ŸŽ‰
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