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Semiconductor sector is surging: Opportunity or risk?
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$Intel(INTC.US)$ My thesis is Intel will finally spread the AI cheer on their earnings call 1/25. With their coming to the party and taking on AMD/NVDA one can’t ignore the power this company has with its  production capabilities. Yes they have had their lunch eaten by AMD and others, but if  history is a teacher, we know everything can turn on a dime. Its absolutely not “too late” to get in INTC. I believe its just getting started.
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