This may be one of the best entries you get to intel in your life time. NVDA just announced today that all of their new super computer systems are utilizing Intel chips alongside NVDA chips. This is going to push a huge surge in demand for Intel, and also help them get back on track with creating chips that the market/future market actually wants/needs.
This gives actual opportunity for Intel to turn the ship around and lead to years if not a decade of growth.
Hugely risky play. GL
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Time to trim some, what a great run INTEL has had.
I missed this news and went long INTC Mar 21 based on the chart!
faboose
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@ZRP, haha nice! Yeah I only caught it listening to Jenson talking about the new super computers they're building for servers. I don't think it has even been spoken about outside of that presentation/this post lol.
faboose
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This is going to 113
janos666
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If you look up "nVidia Grace" you can read about how nV presented (and received great interest from the GTC attendees) their fully in-house platform using their custom ARM-based CPUs to house drive their H100 ("Hopper") compute/AI accelerators. That doesn't sound like they want too many Intel parts.