$Intel(INTC)$ I bought at 38 plus it drop constantly the past month but i did not lose faith i spotted the trend of high volume options in the high 40s ik it would climb the back up.
Modified in.01-10
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 “expectations reset” phase, while AMD remains in a valuation-premium phase that demands earnings beats. Focus now shifts to Intel’s Jan 22 earnings and AMD’s Feb 3 report.
With AI server capacity tightening, can Intel’s turnaround narrative gain real traction?
At a premium valuation, can AMD deliver enough upside surprises to justify $270?
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