Intel
1. AMD is currently trading in the range 200 to 300 with a fair value of 280
2. Memory has larger supply constraints than cpu in the short term
3. More ai capex increases demand for memory over cpus which have greater supply
Intel Surges 14%, Apple All-Time High: Bullish on the Partnership?
Intel jumped nearly 14% after Apple officially signed a foundry agreement to manufacture chips via Intel Foundry, delivering the business unit its first high-profile customer endorsement; Apple shares simultaneously hit a record high. If Intel successfully manufactures Apple chips at scale, can it redefine its competitive positioning?
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