$Intel(INTC)$ Intel does have valid points. For example: Did TSMC bring in substantial profits during the early ramp-up phase of its nodes? Did TSMC achieve mature yield rates after just a couple of months of production for any of its processes? Regarding CPU competition, should fab-heavy Intel be more concerned first, or fabless chip players? If the MSCI index “rebalance” was the real reason, why weren't so many other chip stocks “rebalanced”? As mentioned before, they started this narrative briefly before a holiday weekend—negative chatter on TipRanks, recycling old “news,” the Northland downgrade, inserting irrelevant hamburger, pizza, insurance, and apparel news into Intel's news feed, etc. It's the same ol
$Intel(INTC)$ I've given it some thought, and I have to admit, Intel's current price level is a bit of a dilemma for me. The $750 mark is one I'm watching closely. I agree with the investment banks' take—the stock price doesn't seem justified. It should be higher.
$NVIDIA(NVDA)$ Nvidia's ARM-based CPUs seem imminent, including the N1X and N1 models. Microsoft is developing a specialized Windows OS for them. Recent leaks suggest Dell and Lenovo might launch systems at Computex 2026 in Taiwan, running from June 2nd to 5th. It feels like a "new era of PC" is on the horizon. With that narrative, Nvidia is positioned as the key player.
$Intel(INTC)$ I think if Musk and SpaceX actually bought Intel for $1 trillion, the share price would hit $202.03582. But the current price is only $121.27.
At Computex on June 2, Intel's CEO Lip‑Bu Tan will emphasize momentum in compute, from AI PCs to the edge, data center, and cloud. He will discuss how silicon innovation, open platforms, and strong ecosystem collaboration help customers deploy and scale AI with confidence. $Intel(INTC)$