@INTC $2M call at $23.
AI chip is coming before year end. This new Chip doesn’t require special memory and separate chips like GPU. From performance point of view, it will beat GPU because it removes the exchange between GPU and CPU memory.
Sandrick Melbouci
Posts (4)
Momentum is currently with AAPL and NVDA.
AMD will get its momentum next couple weeks because PC and laptops sales increased by 5% in May.
After the pandemic laptop/PC purchases, many are started getting newer hardware in addition to Data Center.
$160 is a buy with Target of $175 in 2 weeks.
$SMCI, expect a small pullback tomorrow Friday.
The target price is $1300 by year end.