Intel +97% vs AMD +28%: Who Wins the Next Leg?
Intel (INTC) +97% vs AMD +28% post-earnings: decomposing the rally via P/S normalization, SOTP, and cycle-peak scorecard. 12M PT INTC $104, AMD $413. Top Pick AMD, but neither has margin of safety.
#Semiconductors
3 posts
Is $130 Intel Really Cheaper Than $455 AMD?
Intel (INTC) +97% and AMD +28% after earnings. A beginner-friendly walkthrough of the two semis rivals, the 'AI inference needs CPU too' narrative, and which one (if any) you should buy.
The Two Faces of AI Investing: NVIDIA vs Palantir Deep Dive
A shocking discovery that Wall Street analysts' words and actions differ by 67-88%. Data-driven analysis on why NVIDIA needs caution and Palantir should be avoided at current prices.