To The Moon

$Intel(INTC)$  

This partnership is more than just a $5B headline — it's a calculated convergence of CPU and GPU giants to meet the growing demand for AI compute. Intel’s custom x86 chips manufactured for NVIDIA's data centers signal a new playbook: vertical integration without full acquisition. This allows NVIDIA to scale AI infrastructure faster, while Intel monetizes its underutilized foundry capacity.

Is Intel still a buy at $30?

Yes — but selectively. At $30, Intel is no longer deep value, but the long-term narrative has shifted. It's no longer just about catching up in AI, it's about enabling AI giants like NVIDIA. This deal revives Intel's foundry ambitions, and if executed well, sets up a rerating toward foundry-driven margins.

Target price $40?

Achievable — but contingent. To hit $40, Intel must prove it can deliver high-yield, high-performance chips at scale and show repeat orders. Watch Q4 and Q1 earnings closely for signs of ramp.

Long-term upside?

At $116.2B market cap, Intel is still significantly below peers like AMD ($200B+) and NVIDIA ($2T+). If Intel secures even 10% of AI silicon demand via foundry services, the rerating potential is huge. But execution risk remains high — remember Intel's 7nm delays.

Bottom line:

This is no meme spike. It's the early innings of a strategic repositioning. The market is waking up to Intel 2.0 — not as a PC chip king, but as the silicon arms dealer of the AI race.

I'm not a financial advisor. Trade wisely, Comrades!