For investors who chased the spectacular 40% rally earlier this month, the sudden red candle feels like a splash of ice water.
Let's be honest. The valuation of Intel vs NVIDIA is not shrinking overnight. Investors are looking at Intel's multi billion dollar foundry losses and realising that building an elite OEM chip making empire takes years.
The market has the patience of a toddler. So any pullback sends people running back to King NVIDIA.
I believe this pullback is just a normal recalibration. Intel's data center business is up 59%, server CPU demand is outstripping supply and the domestic foundry capacity is a long term goldmine.
Rome wasn't built in a day. Intel's multi year restructuring is the test for a long term investor.
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- IreneWellsΒ·09-30TOPThat 59% data center growth is the part I care about most. Was it mostly Xeon or accelerator driven, and can that pace really hold for a few more quarters1Report
- SiongZΒ·09-30TOPKing NVIDIA? Buybacks can only float that multiple for so long lol. One soft guide and watch how fast that patience disappears1Report
- zumaΒ·09-30thx1Report