$Intel(INTC)$ Wccftech reports that OpenAI's GPT-6 Astra is spawning armies of agents that run on local CPUs, which hands Intel and AMD a demand windfall. All of this means CPU demand is set to sky-rocket, which should bode well for Intel and AMD.
$Intel(INTC)$ It is hard to picture the US government selling its Intel stake while it keeps talking up the need for onshore chip production in the US. Realistically, a sale might be two decades away, if it happens at all.
$NVIDIA(NVDA)$ Lumo's answer was 188-190, and I'm not trying to sell them since I pay for the service. I used 188 X 107% and came up with a $389 year-end price target. Yes, we still have a long way to go though.
$Intel(INTC)$ Intel should be trading at $150, it's tremendously undervalued. I sold Nvidia and bought Intel on Friday. I see more potential here than where I was at with Nvidia.
$Intel(INTC)$ Imagine paying 100K a month for Truth Social real-time algo feeds, and all it tells you is to buy Intel? Hedge funds, I could have told you that for free.
$Intel(INTC)$ DELL and HPE both posted blowout numbers and gave big increases in their forecasts. Kind of makes you wonder who benefits from a huge CPU backlog. And who picks up the slack in foundry and advanced packaging with TSM maxed out. Earnings and revenue look ready to take off. There was a reason $20 billion got gobbled up at $95.
$Intel(INTC)$ This is why $Solowin Holdings(AXG)$ keeps showing up on my watchlist. Major progress on the regulatory hurdle. Stablecoin market around $308B. Revenue at $28.05M. YoY growth of +895%. The AlloyX acquisition valued at $350M. The next question is simple: how much volume can $Solowin Holdings(AXG)$ actually bring onto the platform?