$Intel(INTC)$ Intel's ARC GPU really stood out. Around 76% GPU uplift versus the prior generation. Approximately 82% faster than AMD Strix Point. Comparable or better performance than NVIDIA RTX 4050 with lower total power.
$Intel(INTC)$ Maintaining positions through the 35-40 range could yield better long-term results. While confident in management's execution capabilities, multiple earnings cycles may be needed for validation. Model projections suggest upside potential beyond $70, though market variables remain fluid.
$Intel(INTC)$ Executives deserve compensation for value-adding deals. Litigation is industry norm. In tech's cutthroat competition landscape, absence of lawsuits might indicate lack of ambition. Full support for leadership's strategic decisions.
$NVIDIA(NVDA)$ Don't get spooked into surrendering your holdings. Why else would they be flooding the boards nonstop if not eyeing discounted positions? Use your noodle!