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# 💰Stocks to watch today?(24 Apr）

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Comment（8）

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  • 這是甚麼東西
    ·15:09
    The best move for today is "Long Intel" (INTC). Following its 19% surge in after-hours trading and a massive earnings beat, it is the clear momentum leader. The semiconductor sector is on a record-breaking winning streak, and I expect "follow-through buying" as institutional investors chase the breakout.
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  • WanEH
    ·12:09
    看好Nvidia。英伟达进一步渗透至物理制造和工业仿真领域。通过数字孪生和AI物理引擎，英伟达正在打开除互联网巨头之外的工业制造市场，这成为其新的增长极。
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  • 北极篂
    ·11:46
    交易上，我今天不会开太激进的仓位，更偏向等半导体回调再接，同时保留现金。行情越热，越要慢一点。
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  • 北极篂
    ·11:46
    这让我更坚定一个想法：短期别追最热的，而是找“预期差”。如果大家都在讲AI算力，那我会更留意边缘受益但还没 fully re-rate 的公司。
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  • 北极篂
    ·11:46
    我自己更关注的是“钱往哪里去”。像Intel 财报后大涨，本质不是它突然变强，而是市场在重新定价“被低估的AI链条”。反而像SAP 虽然业绩不错，但股价弹性已经不如硬件。
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  • 北极篂
    ·11:46
    今天这波行情，说真的有点“割裂感”。一边是费城半导体指数(SOX) 继续17连涨，情绪几乎到极致；另一边却是Tesla、Microsoft 这种核心资产回调，说明资金正在明显做结构切换。
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  • Shyon
    ·11:24
    My stock in focus today is $Intel(INTC)$ , after a strong set of results that signals it may finally be regaining traction in the AI era. Q1 revenue and earnings beat expectations, driven by demand for AI-focused server CPUs, while next-quarter guidance also came in well above consensus. The sharp rally in after-hours trading shows sentiment is starting to shift toward cautious optimism.

    What stands out is that Intel is no longer directly competing with Nvidia in GPUs, but instead carving out a role in AI through CPUs as workloads shift toward inference and autonomous agents. This is a key shift, as CPUs remain critical for deployment. At the same time, partnerships with Tesla and Alphabet suggest Intel is rebuilding ecosystem relevance.

    That said, this is still a high-risk turnaround story. Competition from AMD & Arm remains intense & execution will be key. The narrative has improved, but Intel still needs to prove this momentum can last.

    @TigerStars @Tiger_comments @TigerClub

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  • ECLC
    ·11:07
    One word this week: Eager.  

    Have not been patient again and traded a fair bit. Thinking about upcoming "Sell in May and go away".

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