104630751
:
26 to 30 is a good range for entry. Recall the lessons of Microsoft against AWS? Microsoft once dominate the IT like Intel and when AWS was a startup, MS lost that edge. Now Intel is simply getting out of its complacent seat and fighting off competition. The AI mkt is gonna be huge, even if its just 1-5% market share, it could be equivalent to what was 50 or 60% in old school days. Time have change, as long as Intel fights back, so what if it is not the first on seating?
28282828
:
It’s worth betting on the sleeping giant. Downside is limited but any positive news on AI catch up will boost price and bring confident back.
Ultratech : it was up pretty high this morning, I figured would come down again
104630751 : 26 to 30 is a good range for entry. Recall the lessons of Microsoft against AWS? Microsoft once dominate the IT like Intel and when AWS was a startup, MS lost that edge. Now Intel is simply getting out of its complacent seat and fighting off competition. The AI mkt is gonna be huge, even if its just 1-5% market share, it could be equivalent to what was 50 or 60% in old school days. Time have change, as long as Intel fights back, so what if it is not the first on seating?
28282828 : It’s worth betting on the sleeping giant. Downside is limited but any positive news on AI catch up will boost price and bring confident back.