$Advanced Micro Devices(AMD)$ surged +16.5% after-hours to above $400. $INTC$ jumped +17.6% yesterday. Same week: $SanDisk Corp.(SNDK)$ printed 78.4% gross margins, and $Micron Technology(MU)$ 's CEO called memory a "strategic asset for AI." Two AI infrastructure plays are flying simultaneously — CPUs and memory. Which one runs further?1. CPU Story: Demand Is Structurally ShiftingAI has moved from training to inference + agentic AI. That shift benefits more than just GPUs.$AMD$ Q1 Data Center: $5.8B (+48% YoY). Q2 guidance: $11.2B revenue (+46% YoY). Lisa Su was explicit: inference and agentic AI demand for high-performance CPUs and accelerators is "accelerating." E

$Intel(INTC)$  Intel at US$110 feels like a narrative shift, not merely a short squeeze. Three things make this turnaround different: 1. Foundry credibility, especially if Apple is genuinely evaluating Intel as a manufacturing partner. That is a major trust signal. 2. Strategic ecosystem relevance, with involvement in Elon Musk’s Terafab consortium. 3. CPU execution improving, giving Intel a healthier core business while foundry scales. But caution: Foundry remains capital intensive, margins are still rebuilding, and execution risk is high. My take: • Below US$80 was deep value • US$110 is re-rating territory • US$140 to US$160 possible if foundry wins are confirmed Did investors sell too early? Only if Intel truly becomes a trusted foundry,

I lean slightly toward memory in the near term because pricing power is stronger. When $SanDisk Corp.(SNDK)$ is guiding ~80% gross margins and $Micron Technology(MU)$ calls memory a “strategic asset,” it signals real scarcity. Supply takes years to add, and with customers already booking out capacity, the upside feels more immediate. That said, the CPU story is very real. $Advanced Micro Devices(AMD)$ is benefiting from the shift to inference and agentic AI, where CPUs regain importance. Even Intel seeing demand recovery confirms this isn’t a one-player trade. So to me, memory is a tight supply trade, while CPUs are a demand growth trade. Short term I favor mem

Advanced Micro Devices in the inference AI era is no longer just a GPU story. It is positioned across CPU + GPU + adaptive compute, which gives it broader exposure. My fair value view: • Base: US$450 to US$520 • Bull: US$575+ if MI-series inference demand scales hard • Bear: US$320 to US$360 on valuation reset CPU or memory? Near term: Memory has bigger upside, driven by HBM shortages and pricing power. Medium term: CPU may quietly compound better, because inference needs orchestration, data movement and efficient serving, not just accelerators. My view: Memory = faster upside CPU = steadier upside AMD = sweet spot, as it benefits from both. Bottom line: More AI capex likely lifts both, but memory runs hotter while CPU runs longer.

I think anything to do with  trump behind it will be far from being a flop, Tesla and Intel 2 shares that will make a long term investment that's fit for millionaires

AI has moved from training to inference + agentic AI. That shift benefits more than just GPUs. $AMD$ Q1 Data Center: $5.8B (+48% YoY). Q2 guidance: $11.2B revenue (+46% YoY). Lisa Su was explicit: inference and agentic AI demand for high-performance CPUs and accelerators is "accelerating." EPYC keeps taking share. MI455X ramp starts in 2H.

$Intel(INTC)$ CEO Lip-Bu Tan on his call: AI is moving from foundation models to agents and inference — data center CPU demand is surging. INTC +17.6% in a single day, up +69% from its $67 low.

CPU more upside. AMD got more legs to run... but to be safe buy both. allocate higher to the side you feel more confident. no one knows the future so don't all in

$Intel(INTC)$  very bullish for intel. ceo is singaporean. proud of intc. 

$Intel(INTC)$  Intel (INTC) is trading at $94.75, up more than 12% in a single session, marking a fresh 52-week high. With accelerating revenue growth, strong AI-driven product launches, and renewed investor confidence, Intel is positioned as a conviction buy for long-term investors. --- 📊 Intel Snapshot - Current Price: $94.75   - 52-Week Range: $18.97 – $94.95   - Market Cap: $476B   - Q1 2026 Revenue: $13.6B (up from $12.7B YoY)   - Dividend Yield: 0% (Intel is reinvesting heavily into growth)   - Momentum: +12.1% daily surge, breaking past resistance levels   --- 🚀 Why Buy Intel Now 1. AI Leadership      Intel’s Core Ultra Series 3 processors and Arc Pro B-Ser

$Intel(INTC)$  Intel’s stock has recently undergone a historic breakout, hitting all-time highs in April 2026. This surge was primarily triggered by a landmark Q1 2026 earnings report on April 24, which showed a massive beat on both revenue ($13.58B vs. $12.4B expected) and earnings per share ($0.15 vs. $0.01 expected). ## Is the Price Sustainable? The market is currently split between "renaissance" believers and "foundry" skeptics. Whether the $90+ price point holds depends on three critical factors:  * **The CPU Renaissance:** For years, the narrative was that GPUs (Nvidia) would kill the CPU. Instead, 2026 has seen a "CPU resurgence" because **Agentic AI** and LLM inference require heavy CPU orchestration. Intel’s server CPU demand is

$Intel(INTC)$   Intel (NASDAQ:INTC) won a Street-high price target on Sunday after Evercore raised its view on the chipmaker, citing improving execution, a recovery in CPU demand and Intel's role as the only leading-edge U.S. manufacturer. Evercore Analyst Mark Lipacis upgraded Intel to Outperform from In Line and lifted his price target to $111 from $45. He said the company's latest quarter and forward guidance suggest the market may be undervaluing Intel's earnings power several years out. Intel Is the new Technology darling :  Intel Corp. (NASDAQ:INTC)—once at the forefront of the chip industry before falling behind in key technological shifts—grew its net revenues by 7 percent in the first three months

$英特爾(INTC)$   😎😎😎

$Tesla Motors(TSLA)$ had a blood bath performance on Thu, 23 Apr 2026, a day after its earnings were released. $Intel(INTC)$ on the other hand delivered a watershed Q1 2026 earnings report, after US market closed. Post announcement saw the former #1 chip maker sparked a +20% surge in its share price, surpassing an all-time high set in 2000. I think this result should signal a definitive end to its period of strategic "wilderness." The results, portray a company that has successfully pivoted to capitalize on the "Agentic AI" era while simultaneously reclaim its manufacturing prowess. Q1 Numbers Behind Rebound Below are the actuals, compared with estimates from analysts polled by LSEG: Revenue: came in at $

This week, both $Intel(INTC)$ and $Advanced Micro Devices(AMD)$ surged, stealing the spotlight from the previously hot memory sector. Although SK Hynix delivered very strong earnings, SanDisk in the memory sector declined yesterday. Why has CPU replaced memory as the new favorite? Agentic AI workloads (task scheduling, state management, I/O control) are overwhelming GPUs alone — CPUs are now critical infrastructure again, not just supporting hardware. Over the past two years, the market has been used to a single chain: capex up → GPU orders up → HBM up → advanced packaging up. In this chain, CPUs were just a supporting role — “one extra chip bundled in the server,” and were given low valuation weight. M

Intel just dropped a monster earnings report that sent the stock surging ~20% in after-hours trading — the kind of move that turns heads and forces the market to reprice the entire semiconductor narrative. 😱 This wasn’t a garden-variety beat. Revenue, EPS, and especially earnings quality crushed consensus, delivering the strongest profitability metrics Intel has posted in five years. The real story? CPU scarcity is back in a big way, and Intel’s product competitiveness is visibly recovering after years of playing catch-up. Here’s the breakdown of what’s driving the surge and why this could mark a structural shift for the CPU segment in the AI era. 📈 Why Intel’s Earnings Hit So Hard Earnings Quality & Profitability Surge: Strongest metrics in 5 years — not just top-line fluff, but rea

Hey Tigers! 🐯Is the AI supercycle entering a new phase? While Big Tech pours unprecedented billions into silicon and steel, the market is starting to ask the tough questions: Where is the ROI? From $Tesla Motors(TSLA)$ "Terafab" to the massive infrastructure spend by hyperscalers, we are witnessing a historic pivot. This week, our community experts break down whether we are buying a future platform or just funding an expensive R&D race.Let's dive into the insights that matter! Let's rewind to the three sharpest takes from EV_Dig, Mkoh and xc__:1. $TSLA Ener

Last Week's Recap1. NASDAQ +1.5% on Semis, but Consumer Sentiment Cracks Below 50: Weekly WrapSlowing down — U.S. indexes flattened after three straight weekly records. The NASDAQ rose 1.5% (semis-led), the S&P 500 edged up fractionally, and the Dow slipped slightly.Energy shocks — Middle East tensions pushed U.S. crude to ~$95/bbl (from ~$83), though still well below the April 7 peak of ~$113.Top-heavy earnings — The Magnificent Seven are expected to deliver Q1 EPS growth of 22.8% vs. just 10.1% for the rest of the S&P 500, per FactSet.Growth tops value — Growth stocks outran value for a fourth straight week, gaining 16% over the stretch vs. 8% for value, narrowing value’s YTD lead.Retail rebound — March retail sales surged 1.7% (fastest in 3+ years), but the jump was largely gaso

$Intel(INTC)$  Intel Surges 20% on AI "Agentic" Boom — Is $100 the Next Stop or the Top? ​Intel just dropped a bombshell Q1 2026 earnings report, crushing Wall Street expectations and sending the stock rocketing past the $82 level. For the first time in half a decade, Intel is flashing serious profitability metrics and signaling that product competitiveness is actually recovering. ​The narrative is shifting violently: this isn’t just a "dead money" value play anymore. With CPU scarcity taking center stage and "agentic AI" driving an unexpected server upgrade cycle, the market is suddenly whispering about a realistic $100 price target. But is this a structural turnaround, or just a temporary supply-shock sugar high? Let’s break down the trade.