SullivanRrr
07-01

$Intel(INTC)$ Cramer says Intel is going to $200. He likes Intel better because its CPUs are now a hot AI commodity. AI computing is shifting from training to inference, especially for agentic AI systems that can complete tasks autonomously. Training LLMs needs the power of Nvidia's GPUs — and increasingly, competing custom chips. But the day-to-day use of agentic systems requires a lot of CPUs to complete tasks.

I'm not a big fan of Cramer, but I find the $200 call interesting.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment