$Intel (INTC.US)$For those holding Intel shares, do read mor...

Oracle abandoning Intel totally - going Ampere and AMD.

Meta threatening to drop/cut Intel chips and already receiving AMD’s chips.

TSMC CEO’s response on the growing percentage of data centre processors being AI processors. This means the demand for CPU will gradually decrease.

AMD Bergamo CPU is more than 2 times the performance Intel’s current top of the line Sapphire Rapid CPU while consuming less power. Next gen Intel is one year away. Meantime, AMD will continue to chew away Intel’s DC marketshare (which itself is shrinking)

All these are not good news for Intel. Don’t take my word for it but pls be well informed.