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$Super Micro Computer (SMCI.US)$ ohh yeah! wait for tomorrow morning when all the shorts start covering their positions! this is gonna fly to $45+
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Bank of America reports that $AMD is gaining CPU market share over $INTC, particularly in PCs, with AMD’s shipments up 15% QoQ while Intel’s fell 3%, and notes rising adoption of $ARM CPUs -- with server unit share reaching 7% in Q3 $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $Arm Holdings (ARM.US)$
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$Intel (INTC.US)$ just remember that Intel is US face and national problem. it is the only US PC chip manufacturing company that can directly compete with tsmc. either before end of Biden administration or trump will make sure Intel will get stimulus it needed
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$Intel (INTC.US)$ no technology break through at all, nothing changed in management, all the latest technology trend misses, all are just rumors and speculations. Buy on rumors sell on news, better sell before next earnings
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$Intel (INTC.US)$ Is it appropriate to buy this now? Is it suitable for long-term holding?
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$Intel (INTC.US)$ i dont see the rational behind the price up, it is just trump being elected as president not elected as Intel CEO, the fab is still bad, the latest product is still bad, the earnings is still bad, I guess there is no logics behind stock market
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tataru : RIP shorties