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$Intel(INTC.US$ haters keep slamming the stock. Slam away. Smart patient ppl will buy now on weakness and reap rewards later.
Ariel Management.. A top fund manager sums the sentiment against INTC nicely in their Q2 summary..
"In our view, the market is overlooking the progress Intel is making to advance its manufacturing process and regain its technology advantage to compete as a top industry supplier. We believe the separation of the design and manufacturing businesses will be a key catalyst i...
Ariel Management.. A top fund manager sums the sentiment against INTC nicely in their Q2 summary..
"In our view, the market is overlooking the progress Intel is making to advance its manufacturing process and regain its technology advantage to compete as a top industry supplier. We believe the separation of the design and manufacturing businesses will be a key catalyst i...
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Just say, try it or not![]()
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Translated
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71306750/20240517/912ff32eb2f2cc2716acd64ac8612ede.jpg/thumb?area=100&is_public=true)
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$Starbucks(SBUX.US$ my PT 105 I will see you there
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$Advanced Micro Devices(AMD.US$ I have just managed to listen to AMD's recorded earnings call today. Basically, there is nothing out of the ordinary. As I have mentioned before, Q1 & Q2 earnings would be just inline while sales ramp will be back-heavy, in H2. The disappointments in gaming & embedded segments are expected because Lisa Su has conveyed these in the last earnings call. Gaming slump is due to the end cycle of game consoles like Playstation & Xbox...
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$Advanced Micro Devices(AMD.US$ well the Biden administration just prohibited Intel from selling chips to China Huawei along with Qualcomm. that's why you're seeing the nose dive right now and all chip stocks because biden's fucking every one of these companies over one at a time
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Why did I start a position in $Advanced Micro Devices(AMD.US$ last week?
Their earnings confirmed that they are doubling down on AI data infrastructure and developing the MI300x -- positioning themselves in a sector expected to grow at 60% CAGR until 2028.
My 2026 price target is approximately $275.
Their earnings confirmed that they are doubling down on AI data infrastructure and developing the MI300x -- positioning themselves in a sector expected to grow at 60% CAGR until 2028.
My 2026 price target is approximately $275.
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$McDonald's(MCD.US$
Well, well, well, look who's stumbled into the deep fryer of disappointment: McDonald's, the once-golden archer now looking a bit rusty. Reorg problems? Middle Eastern boycotts? Seems like they're juggling more issues than a clown at a birthday party. And talk about a global hangover – seems like everyone's tightening their belts, leaving Mickey D's feeling more like Mickey Ehh.
CEO Chris Kempczinski reckons they'v...
Well, well, well, look who's stumbled into the deep fryer of disappointment: McDonald's, the once-golden archer now looking a bit rusty. Reorg problems? Middle Eastern boycotts? Seems like they're juggling more issues than a clown at a birthday party. And talk about a global hangover – seems like everyone's tightening their belts, leaving Mickey D's feeling more like Mickey Ehh.
CEO Chris Kempczinski reckons they'v...