$Intel(INTC)$ $NVIDIA(NVDA) 

πŸ’ΉπŸ…‘πŸ…€πŸ…›πŸ…›πŸ…˜πŸ…’πŸ…—πŸ“ˆ

πŸ€–πŸš€βš‘ Intel’s AI Gambit: Can Lip-Bu Tan’s Algorithmic Alchemy Ignite a Trillion-Dollar Blaze? βš‘πŸš€πŸ€–

On Friday, 14Mar25, as New Zealand’s πŸ‡³πŸ‡Ώ dawn slashed the sky, still a restless Thursday, 13Mar in the States πŸ‡ΊπŸ‡Έ, the semiconductor cosmos detonated with news that hit me like a rogue wave. Intel, the bruised titan clawing back from the brink, crowned Lip-Bu Tan as CEO late Wednesday, banishing interim co-rulers David Zinsner and Michelle Johnston Holthaus to their posts, CFO and Intel Products czar, respectively. Tan, reborn to the board he fled in August 2024, sparked a market inferno, $INTC rocketed 15% in after-hours trading, a molten signal that traders couldn’t ignore. This isn’t just a leadership shuffle, it’s a high-voltage wager to fuse AI algorithms with Intel’s fading glory and catapult it to a trillion-dollar throne.

πŸ”₯ The Silicon Sorcerer: Tan’s Algorithmic Arsenal πŸ”₯

Lip-Bu Tan isn’t human, he’s a force of nature. Malaysia-born, battle-hardened at EDS Nuclear, ECHO Energy, and Walden USA, he forged Walden International in 1987, a VC empire that rewrote tech’s map. At Cadence Design Systems, he spun a $3.50 stock into a $239 juggernaut, a 68-fold sorcery powered by algorithmic precision and ruthless vision. Now, wired to tech’s elite, Hewlett Packard Enterprise, Schneider Electric, SoftBank, he storms Intel’s gates, vowing an β€œengineering-focused” dynasty. His edict? Best-in-class products, customer obsession, and shareholder gold, all driven by AI’s uncharted frontier. Traders, take note, this is the maestro who turns zeros into billions.

πŸ’₯ Intel’s AI Abyss: Code or Collapse πŸ’₯

Intel’s war isn’t just silicon, it’s algorithmic. With $60 billion in yearly revenue and a laughable $80 billion market cap, it’s a pauper beside Nvidia’s $140 billion to $2.8 trillion reign, a 20x revenue multiple Intel can only dream of. Analysts spitball a $300 billion fair value, but whisper $1 trillion if Tan cracks the AI code. The problem? Intel’s AI game is a ghost, lagging, embryonic, outgunned by Nvidia’s neural empires. Tan’s 2024 board exit exposed the rot, a bloated workforce, a risk-averse cult, and an AI strategy that’s more vapour than vector. Now, he’s back to burn it down and rebuild, but activist sharks circle, and a board of eggheads and financiers lacks the chip-chopping grit to match him. This is do-or-die, AI is the hill Intel conquers or bleeds out on.

🎯 Arizona’s AI Forge: Wafers That Whisper the Future 🎯

Forget the CEO hype, the real bombshell is Intel’s Arizona fab, a steel beast spitting 18A wafers ahead of its mid-2025 script. These aren’t just chips, they’re AI’s next heartbeat, a middle finger to TSMC and Samsung in the foundry deathmatch. Semiconductor ETFs like $FTXL rode $INTC’s 15% surge, a jolt in a sector choking on supply snarls and market flux. Traders, this is your neon sign, Intel’s manufacturing spine is flexing, and if Tan threads AI algorithms through those wafers, the upside could melt your charts.

🚨 The Numbers That Hook: Trade the Tension 🚨

Here’s your ticker tape, traders, Intel’s 1.3x revenue multiple is a bargain-bin steal next to Nvidia’s 20x strut. $60 billion revenue, $80 billion cap, Tan’s got a $300 billion floor to hit, with $1 trillion dangling like a fat limit order. His shareholder pledge is catnip, but the AI pivot is the kill shot. Bulls, lock eyes on $24, the 20-day moving average. Smash it, and you’re riding a breakout to Valhalla, choke, and bears will short you to dust. Patience is your edge, this isn’t a dip to flip, it’s a war to wage. Intel’s paused dividends and $30 billion wipeout last August scream volatility, perfect for the sharp-eyed and steel-nerved.

πŸ”₯ Ghosts of Code Past: Tan’s Rebellion πŸ”₯

Flashback to August 27, 2024, Reuters dropped the dirt, Tan bolted Intel’s board, fed up with Pat Gelsinger’s timid reign, a workforce fatter than a bloated algorithm, and an AI strategy stuck in dial-up mode. He called it β€œreprioritising,” but the truth bled out, Intel’s bureaucracy was a straitjacket, its contract manufacturing a joke, its culture a tomb. Now, rehired as the messiah, he faces a board light on tech mojo and a company prepping for activist raids, Morgan Stanley’s on speed dial. This is Tan’s revenge arc, turn AI into Intel’s Excalibur or watch it rust in irrelevance.

πŸš€ Traders, This Is Your Ring πŸš€

From New Zealand, coffee scalding my grip, I watched this saga explode, a Silicon Valley epic with AI as the dragon to slay. Tan’s the alchemist, Intel’s the crucible, and $INTC’s the ticker to tattoo on your brain. AI algorithms are the X-factor, Tan nails them, and Intel’s a trillion-dollar phoenix, he flops, and it’s a smoking crater. Bulls, stalk that $24 close like prey. Shorts, pray for a stumble. Everyone else, strap in, this is the trade that’ll define the chip wars, and the next months will either crown kings or bury corpses. $INTC’s live, don’t blink.

πŸ“’ Please Like, Repost, and Follow me for sharp setups, stock trends, and actionable insights πŸš€πŸ“ˆ I’m all about spotting the next movers and sharing strategies that deliver results! Let’s trade smarter and grow together! πŸ€πŸ€πŸ€

Happy trading ahead. Cheers, BC πŸ“ˆπŸš€πŸ€πŸ€πŸ€

@TigerPicks @TigerStars @TigerWire 


# Intel names new CEO to lead turnaround effort

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  • Mig
    Β·03-13
    TOP
    looks like Intel's new ceo can make some food changes
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      Hα—©α‘­α‘­Ζ³ Ζ¬α–‡α—©α—ͺΖ–α‘ŽG α—©β„ŽΖα—©α—ͺ! α‘•β„ŽΖΖα–‡α”•, α—·α‘•πŸ€πŸ€πŸ€
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      Enjoy your weekend in the thriving metropolis of SA! πŸ‡¦πŸ‡ΊπŸ€πŸ€πŸ€
      03-14
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      Thanks for commenting Mig, presumably that should read good, now I’m hungry! Thanks for your continued πŸ’ͺ support and offering your insights which I love to see! πŸ€πŸ€πŸ€
      03-14
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  • Mig
    Β·03-13
    TOP
    good article BC. thanks πŸ™‚
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      Hα—©α‘­α‘­Ζ³ Ζ¬α–‡α—©α—ͺΖ–α‘ŽG α—©β„ŽΖα—©α—ͺ! α‘•β„ŽΖΖα–‡α”•, α—·α‘•πŸ€πŸ€πŸ€
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      Have a great weekend! πŸŒžπŸ€πŸ€πŸ€
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      I’m glad you enjoyed it Mig! Thanks for the extra comment! πŸ”₯πŸ€πŸ€πŸ€
      03-14
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  • Barcode
    Β·03-14
    πŸš¨πŸ“°πŸ—žοΈ According to Reuters, TSMC and its partners are exploring a takeover of Intel’s foundry operations, though Intel has not commented on the report. The talks have sparked speculation about how such a move might reshape Intel’s role in chip manufacturing.
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  • Great article, would you like to share it?

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      Have a great weekend! πŸŒžπŸ€πŸ€πŸ€
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      Appreciate it, Q! πŸ’‘πŸ“ˆ Always looking for the next big trade, let’s keep exchanging sharp insights! πŸš€πŸ€πŸ€πŸ€
      03-14
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  • Kiwi Tigress
    Β·03-14

    Great article, would you like to share it?

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      Have a great weekend! πŸŒžπŸ€πŸ€πŸ€
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      πŸ™πŸΌThanks for the repost KT! It helps the community ride these market waves 🌊 πŸ€πŸ€πŸ€
      03-14
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  • Hen Solo
    Β·03-13

    Great article, would you like to share it?

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      Hα—©α‘­α‘­Ζ³ Ζ¬α–‡α—©α—ͺΖ–α‘ŽG α—©β„ŽΖα—©α—ͺ! α‘•β„ŽΖΖα–‡α”•, α—·α‘•πŸ€πŸ€πŸ€
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      Have a great weekend! πŸŒžπŸ€πŸ€πŸ€
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      πŸš€πŸ’ͺThanks for the repost HS! Sharing these πŸ…±οΈπŸ†„πŸ…»πŸ…»πŸ…ΈπŸ†‚πŸ…· patterns to help us all ride the market waves πŸ“ˆπŸš€β€ΌοΈπŸ€πŸ€πŸ€
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  • CIK
    Β·03-13
    Great article, would you like to share it?
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      Have a great weekend! πŸŒžπŸ€πŸ€πŸ€
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      Kia ora CIK! I’m glad you enjoyed it and took the time to comment. I appreciate your support. Great to see you on one of my posts πŸ€πŸ€πŸ€
      03-14
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  • Hen Solo
    Β·03-13
    //@Tui Jude:

    Great article, would you like to share it?

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      Have a great weekend! πŸŒžπŸ€πŸ€πŸ€
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      Cheers for the double shares HS! πŸ€πŸ€πŸ€
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  • Great article, would you like to share it?

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      Have a great weekend! πŸŒžπŸ€πŸ€πŸ€
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      Appreciate you sharing, CCW! πŸ“’πŸ’‘ The market’s always evolving, let’s stay ahead of the game! πŸš€πŸ“ˆ
      03-14
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  • Tui Jude
    Β·03-13

    Great article, would you like to share it?

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      Have a great weekend! πŸŒžπŸ€πŸ€πŸ€
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      πŸ™πŸΌThanks for your support and sharing TJ. Much appreciated!πŸ€πŸ€πŸ€
      03-14
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