PoorBoyLeon
06-01
$INTC 20260618 95.0 PUT$ 

Intel stock fell to announcement of Nvidia's RTX SPARK CPU. However, it's a ARM based CPU. Intel and AMD uses X86 which is still the most used architecture for compatibility and legacy. It will take awhile for market share to be taken. Also, not to mention the modular benefits for upgradability compared to unified RTX SPARK. Would still be a steal at 95, in my opinion.

INTC PUT
06-01 22:33
US20260618 95.0
SidePrice | FilledRealized P&L
Sell
Open
2.41
2Lot(s)
--
Closed
Intel
ARM Surges 16% on NVIDIA Bet: Is Intel in Danger?
ARM soared 15.73% to a record high after NVIDIA formally committed to ARM architecture for next-generation PC chips, partnering with Microsoft, Dell, and HP to target the $200 billion PC CPU market. NVIDIA gained 6.26% in tandem, while Intel — the direct target — tumbled 4.67%. ARM's narrative has expanded from data centers and smartphones to AI PC beneficiary, unlocking the royalty model's full upside potential. With x86's moat cracking and the PC chip landscape shifting, are you backing the NVIDIA-ARM alliance or buying the dip in Intel?
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Comments

  • TODAMOON
    06-02
    TODAMOON
    95 put sale is clean. x86 moat matters, but that ARM headline smacked it fast lol
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