$Intel(INTC)$ is almost half t

$Intel(INTC)$ is almost half the mkt cap of AMD.

Never liked Intel as company (poorly run since Grove left), but now they they will soon be shipping better nodes than $Taiwan Semiconductor Manufacturing(TSM)$ .

Public info not yet priced in by quant funds staring at numbers. Replay of Zen 1. Stock cheap here at $23.60.

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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