$Intel (INTC.US)$
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I have no idea what I'm doing, don't follow me.
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103291848 : with the combination of:
- Gaudi 3
- Xeon 6
- Arrow lake (refreshed)
- Lunar lake (refreshed)
- Panther lake
- Battlemage
Amongst other products and services like IFS (18A)
I doubt if Intel won't be able to generate a significant amount of money.
All of the aforementioned products are either going to reclaim market share (particularly in the mobile and desktop sector), or begin taking market shares from other companies (Battlemage). For those who think Intel's Battlemage sector is going to become DOA because of how Arc performed. That was literally their first generation of dGPU, claiming a 2-4% with that is impressive considering it's competing against companies who had done it for decades, especially against the company that literally invented GPUs.
EZ_money : thinking I'll hold even longer
GoldmanStacks OP EZ_money : I got leap year calls on the side. can deff double a year from now. (not advice)
GoldmanStacks OP 103291848 : don't forget autonomous robots, INTC best on-board CPU for that. global market on those is expected to reach 214.68 billion by 2030. CAGR 22.6%
103291848 GoldmanStacks OP : I have hope for that market, but Intel will have to prove themselves very hard to get people to sign up for using Intel's CPUs in their robots. Currently, China is going all out on expanding their chips and semiconductor sector, so they might not allow Chinese companies to rely on American ones. Nvidia's robots will likely use their own in-house components. As for Tesla, another pioneer in robotics sector, well, the CEO favours Nvidia a lot
103291848 103291848 : currently Intel has been by far all talk and no show. But you have to take into account that the past 3 years were the results of previous CEOs. Intel is an innovative technology company, not a shoes making company. It takes a minimum of 2-3 years to develop a product. But the actions of the current CEO is bearing fruit (ignoring the fact that he refused to resolve the issue regarding the internal bureaucracy of Intel and the extreme spendings on IFS), the current products that's out to be shipped will have successfully reclaim leadership, assuming what they claim is true.
GoldmanStacks OP 103291848 : hard to say for now, Geo politics will influence all of that in the long run.