$Intel(INTC)$ is holding up rather well in this market environment, and I tend to think long term investors will continue to be rewarded nicely too. GLTA.
A slingshot conserves energy, which appears negative before launch, to generate positive kinetic energy. But $Intel(INTC)$ is more akin to gunpowder – with the correct combination, it can project genuine power.
$Intel(INTC)$ Cadence has unleashed the ChipStack AI Super Agent, pioneering a new frontier in chip design and verification, which I find rather interesting.
$NVIDIA(NVDA)$ I don’t think you can play the stock market in the short term. Manipulation is just part of the game. Only long-term investing really makes sense.
$NVIDIA(NVDA)$ AI is a paid, productive supercycle, not a free-hype bubble. Capital expenditure is rational for leaders such as Google who own the stack. The sell-off is primarily valuation and timing fears, along with big-money distribution into strength, not fundamental doubts. If anything, this dip is the 'buy' that smart money is creating.
$NVIDIA(NVDA)$ Sad to see emotions blocking investment in a powerhouse company. Just like personal computing was doubted, the same applies now. The world is changing, AI is the next step, as personal computing was. Trust analysts and bears if you want, but you'll be let down.
This isn't 'China loves Nvidia.' It's 'China still needs top-tier compute.' Big difference. But either way, $NVIDIA(NVDA)$ being allowed to sell equals money.
$Intel(INTC)$ is winning where it’s strongest right now. This isn’t about $Intel(INTC)$ magically beating $Taiwan Semiconductor Manufacturing(TSM)$ tomorrow at leading-edge logic. Instead: EMIB advanced packaging is already competitive. Packaging is a high-margin, sticky business. Customers who package with $Intel(INTC)$ are more likely to fab with $Intel(INTC)$ later. This is classic wedge strategy—and it’s working.