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I agree. These red flags have been at Intel for 15 years. It's why I shorted them a few times. Basically their chips don't suck, they're still selling them in
by kristopolous 2y ago
I agree. These red flags have been at Intel for 15 years. It's why I shorted them a few times.
Basically their chips don't suck, they're still selling them in large volumes, they still own the market, amd has had supply issues ... Intel is not in the same places that Sun, DEC, and Yahoo were.
I mean look: https://www.pcgamer.com/hardware/processors/intel-is-still-top-dog-ships-3x-more-cpus-than-amd-and-apple-combined/ https://www.pcgamer.com/hardware/processors/intel-is-still-t...
Intel is 78% of the market, AMD is 13% but AMD has a marketcap of over 3x on Intel?! Hrmm. Sounds like some correction is going to happen soon and it's probably with the one trading at $19.
I know they bombed on mobile, but so did Microsoft. I know RISC V, loongson and ARM are vying for marketshare, but various architectures to unseat Intel's dominance have come and gone for 40 years.
Seeing a 3x return on intc in the next 24 months is fiscally more possible than it is for securities like the $3TB market capped NVIDIA. But yes, crystal balls are impossible and my name is not Warren Buffet.
- dboreham 2y agoAMD market cap is (probably mistakenly) based on AI not legacy x86 CPU sales.
- Der_Einzige 2y agoYou mean the thing that AMD has no software support for but Intel has tons of support for?
- deleted 2y ago[deleted]