$Intel(INTC)$ Intel's getting

$Intel(INTC)$ Intel's getting a real moment again, and it's not just hype. The 18A updates matter because this is the execution test: if Intel can deliver on time, at scale, with strong yields, it changes the story from "catching up" to "competing at the top."

CES helps too. Visibility + confidence can move markets fast.

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?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Lord Tan
01-11 19:26
Lord Tan
I sold my house and car all in Intel at $45.50 tomorrow market open.
VivianChua
01-12 00:44
VivianChua
Nice 💚💚💚

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":520095993902192,"tweetId":"520095993902192","gmtCreate":1768024840395,"gmtModify":1768025952288,"author":{"id":4224912595155082,"idStr":"4224912595155082","authorId":4224912595155082,"authorIdStr":"4224912595155082","name":"Maxime35","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.21","exceedPercentage":"93.56%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"38ac029cf2e14e59b595d9eb30708ca2","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Intel and AMD Surge! Catch-Up Trade: Which Do You Favor?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":38ac029cf2e14e59b595d9eb30708ca2}&rnconfig={\"headerBarHidden\": true}","description":"Intel surged 7% while AMD jumped 6% after KeyBanc Capital Markets upgraded.\nKeyBanc set PT of $60 for Intel and $270 for AMD, arguing AI server chip capacity could be largely sold out through 2026. \nIntel 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.\nWith AI server capacity tightening, can Intel’s turnaround narrative gain real traction?\nAt a premium valuation, can AMD deliver enough upside surprises to justify $270?","image":"https://community-static.tradeup.com/news/facd6fe2822093d3f99644e4f567e6e6"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> Intel's getting a real moment again, and it's not just hype. The 18A updates matter because this is the execution test: if Intel can deliver on time, at scale, with strong yields, it changes the story from \"catching up\" to \"competing at the top.\"\n \nCES helps too. Visibility + confidence can move markets fast.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> Intel's getting a real moment again, and it's not just hype. The 18A updates matter because this is the execution test: if Intel can deliver on time, at scale, with strong yields, it changes the story from \"catching up\" to \"competing at the top.\"\n \nCES helps too. Visibility + confidence can move markets fast.</body></html>","text":"$Intel(INTC)$ Intel's getting a real moment again, and it's not just hype. The 18A updates matter because this is the execution test: if Intel can deliver on time, at scale, with strong yields, it changes the story from \"catching up\" to \"competing at the top.\" CES helps too. Visibility + confidence can move markets fast.","highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":2,"repostSize":16,"favoriteSize":0,"link":"https://ttm.financial/post/520095993902192","repostId":0,"isVote":1,"tweetType":1,"viewCount":1250,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":268,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":520529913909664,"commentId":"520529913909664","gmtCreate":1768130766151,"gmtModify":1768130771007,"authorId":4109167805316160,"author":{"id":4109167805316160,"idStr":"4109167805316160","authorId":4109167805316160,"name":"Lord Tan","avatar":"https://community-static.tradeup.com/news/ebfae2e0b36cb1355364c5cb23866d87","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":"93.62%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":520095993902192,"objectIdStr":"520095993902192","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I sold my house and car all in Intel at $45.50 tomorrow market open.","text":"I sold my house and car all in Intel at $45.50 tomorrow market open.","html":"I sold my house and car all in Intel at $45.50 tomorrow market open.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":520607946876104,"commentId":"520607946876104","gmtCreate":1768149848937,"gmtModify":1768149852811,"authorId":3580011914778910,"author":{"id":3580011914778910,"idStr":"3580011914778910","authorId":3580011914778910,"name":"VivianChua","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":520095993902192,"objectIdStr":"520095993902192","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Nice 💚💚💚","text":"Nice 💚💚💚","html":"Nice 💚💚💚","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/520095993902192"}