Daniel Newman

$INTC Foundry alone was worth the price of admission. AI will take Intel from the doldrums to the Trillion club. Mark it. 👀🚀 https://t.co/9F9rTvvz7X

Remember when we were still debating as to whether $INTC Foundry would survive? Now it’s how big Intel Foundry will become. And it’s asymmetric to the upside. 🚀

The $AMD multiple versus the $NVDA multiple is actually quite simple to explain. The market treats AMD like it has everything to gain, and NVIDIA like it has everything to lose. Technically inaccurate but the market doesn’t care. 😵‍💫

The $AMD multiple versus the $NVDA multiple is actually quite simple to explain. The market treats AMD like it has everything to gain, and NVIDIA like it has everything to lose. Technically inaccurate but the market doesn’t care. 😵‍💫

$ARM and $QCOM are also massive beneficiaries of the CPU demand crunch aka the “Muse News.”

$ARM and $QCOM are also massive beneficiaries of the “Muse News.”

$AMD and $INTC surging today. Both seem to agree that we are massively short on CPU capacity. Time to rev up those forecasts. 👀 https://t.co/N24vhCub4F

$AMD and $INTC surging today. Both seem to agree that we are massively short on CPU capacity. Time to rev up those forecasts. 👀 https://t.co/N24vhCub4F

$NVDA remains wildly undervalued. And it just keeps getting cheaper. 😑 https://t.co/2ZOFrqH4El

$AMD is $5 dollars from joining the Trillion Dollar Market Cap Club. 👀🚀 https://t.co/j3svPOhWyO