$Intel(INTC)$ In August, insti

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tinkie
11-05 02:47

$Intel(INTC)$ In August, institutions and Lip-Bu Tan personally wired $23 billion at $95 per share to buy the fab and packaging tools needed to handle those orders. Now at around $60 per share, some see Intel spending that cash to tool up for 3+ million Google AI chips and 30%+ Xeon server growth, and they seem to treat it as bad news. The discount the market is applying right now looks like short-term amnesia.

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