Today (some of the) semis perked up with TSM being the clear leader. I've been watching INTC for a while, convinced that it's undervalued, given the fundamentals and waiting the bad news from the last ER to wash out. After giving back very little during the correction, this stock is eager to get back in the game. AMD and NVDA look pretty low-energy atm, so I'm betting on the "underdog" here