There's no such thing as a bad company, just a bad price. And all the "AI" stocks are overpriced except for one.
1. Intel price to Sales ratio of 2, while AMD is at 8 Nvidia is at 38 (lmao)
2. Current gen CPUs still competitive with AMD despite AMD's node advantage (shows superior design)
3. First gen GPUs (ARC) competitive with last gen Nvidia/AMD, next gen will likely be better with driver updates
4. They finally brought back a REAL engineer, Pat Gangsta Gelsinger, to lead the company.
5. Nvidia already testing out Intel's fabs for making their next gen chips
6. They have the US government funding their fab construction
7. If/when Taiwan gets invaded, TSMC will fall under Chinese control and Intel be the only western company that can make AI chips. Nvidia and AMD will be begging them for fab capacity
They say to sell the pickaxes to the gold rush. The pickaxe for AI will be the cutting edge chips, and that means Intel. Even if they don't win at making GPUs and end up selling their capacity to Nvidia.
[link] [comments] https://www.reddit.com/r/stocks/comments/1402n4a/intel_intc_is_underrated_nvidia_is_overrated/
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