$Intel(INTC)$ $NVIDIA(NVDA) 

๐Ÿ’น๐Ÿ…‘๐Ÿ…ค๐Ÿ…›๐Ÿ…›๐Ÿ…˜๐Ÿ…ข๐Ÿ…—๐Ÿ“ˆ

๐Ÿค–๐Ÿš€โšก Intelโ€™s AI Gambit: Can Lip-Bu Tanโ€™s Algorithmic Alchemy Ignite a Trillion-Dollar Blaze? โšก๐Ÿš€๐Ÿค–

On Friday, 14Mar25, as New Zealandโ€™s ๐Ÿ‡ณ๐Ÿ‡ฟ dawn slashed the sky, still a restless Thursday, 13Mar in the States ๐Ÿ‡บ๐Ÿ‡ธ, the semiconductor cosmos detonated with news that hit me like a rogue wave. Intel, the bruised titan clawing back from the brink, crowned Lip-Bu Tan as CEO late Wednesday, banishing interim co-rulers David Zinsner and Michelle Johnston Holthaus to their posts, CFO and Intel Products czar, respectively. Tan, reborn to the board he fled in August 2024, sparked a market inferno, $INTC rocketed 15% in after-hours trading, a molten signal that traders couldnโ€™t ignore. This isnโ€™t just a leadership shuffle, itโ€™s a high-voltage wager to fuse AI algorithms with Intelโ€™s fading glory and catapult it to a trillion-dollar throne.

๐Ÿ”ฅ The Silicon Sorcerer: Tanโ€™s Algorithmic Arsenal ๐Ÿ”ฅ

Lip-Bu Tan isnโ€™t human, heโ€™s a force of nature. Malaysia-born, battle-hardened at EDS Nuclear, ECHO Energy, and Walden USA, he forged Walden International in 1987, a VC empire that rewrote techโ€™s map. At Cadence Design Systems, he spun a $3.50 stock into a $239 juggernaut, a 68-fold sorcery powered by algorithmic precision and ruthless vision. Now, wired to techโ€™s elite, Hewlett Packard Enterprise, Schneider Electric, SoftBank, he storms Intelโ€™s gates, vowing an โ€œengineering-focusedโ€ dynasty. His edict? Best-in-class products, customer obsession, and shareholder gold, all driven by AIโ€™s uncharted frontier. Traders, take note, this is the maestro who turns zeros into billions.

๐Ÿ’ฅ Intelโ€™s AI Abyss: Code or Collapse ๐Ÿ’ฅ

Intelโ€™s war isnโ€™t just silicon, itโ€™s algorithmic. With $60 billion in yearly revenue and a laughable $80 billion market cap, itโ€™s a pauper beside Nvidiaโ€™s $140 billion to $2.8 trillion reign, a 20x revenue multiple Intel can only dream of. Analysts spitball a $300 billion fair value, but whisper $1 trillion if Tan cracks the AI code. The problem? Intelโ€™s AI game is a ghost, lagging, embryonic, outgunned by Nvidiaโ€™s neural empires. Tanโ€™s 2024 board exit exposed the rot, a bloated workforce, a risk-averse cult, and an AI strategy thatโ€™s more vapour than vector. Now, heโ€™s back to burn it down and rebuild, but activist sharks circle, and a board of eggheads and financiers lacks the chip-chopping grit to match him. This is do-or-die, AI is the hill Intel conquers or bleeds out on.

๐ŸŽฏ Arizonaโ€™s AI Forge: Wafers That Whisper the Future ๐ŸŽฏ

Forget the CEO hype, the real bombshell is Intelโ€™s Arizona fab, a steel beast spitting 18A wafers ahead of its mid-2025 script. These arenโ€™t just chips, theyโ€™re AIโ€™s next heartbeat, a middle finger to TSMC and Samsung in the foundry deathmatch. Semiconductor ETFs like $FTXL rode $INTCโ€™s 15% surge, a jolt in a sector choking on supply snarls and market flux. Traders, this is your neon sign, Intelโ€™s manufacturing spine is flexing, and if Tan threads AI algorithms through those wafers, the upside could melt your charts.

๐Ÿšจ The Numbers That Hook: Trade the Tension ๐Ÿšจ

Hereโ€™s your ticker tape, traders, Intelโ€™s 1.3x revenue multiple is a bargain-bin steal next to Nvidiaโ€™s 20x strut. $60 billion revenue, $80 billion cap, Tanโ€™s got a $300 billion floor to hit, with $1 trillion dangling like a fat limit order. His shareholder pledge is catnip, but the AI pivot is the kill shot. Bulls, lock eyes on $24, the 20-day moving average. Smash it, and youโ€™re riding a breakout to Valhalla, choke, and bears will short you to dust. Patience is your edge, this isnโ€™t a dip to flip, itโ€™s a war to wage. Intelโ€™s paused dividends and $30 billion wipeout last August scream volatility, perfect for the sharp-eyed and steel-nerved.

๐Ÿ”ฅ Ghosts of Code Past: Tanโ€™s Rebellion ๐Ÿ”ฅ

Flashback to August 27, 2024, Reuters dropped the dirt, Tan bolted Intelโ€™s board, fed up with Pat Gelsingerโ€™s timid reign, a workforce fatter than a bloated algorithm, and an AI strategy stuck in dial-up mode. He called it โ€œreprioritising,โ€ but the truth bled out, Intelโ€™s bureaucracy was a straitjacket, its contract manufacturing a joke, its culture a tomb. Now, rehired as the messiah, he faces a board light on tech mojo and a company prepping for activist raids, Morgan Stanleyโ€™s on speed dial. This is Tanโ€™s revenge arc, turn AI into Intelโ€™s Excalibur or watch it rust in irrelevance.

๐Ÿš€ Traders, This Is Your Ring ๐Ÿš€

From New Zealand, coffee scalding my grip, I watched this saga explode, a Silicon Valley epic with AI as the dragon to slay. Tanโ€™s the alchemist, Intelโ€™s the crucible, and $INTCโ€™s the ticker to tattoo on your brain. AI algorithms are the X-factor, Tan nails them, and Intelโ€™s a trillion-dollar phoenix, he flops, and itโ€™s a smoking crater. Bulls, stalk that $24 close like prey. Shorts, pray for a stumble. Everyone else, strap in, this is the trade thatโ€™ll define the chip wars, and the next months will either crown kings or bury corpses. $INTCโ€™s live, donโ€™t blink.

๐Ÿ“ข Please Like, Repost, and Follow me for sharp setups, stock trends, and actionable insights ๐Ÿš€๐Ÿ“ˆ Iโ€™m all about spotting the next movers and sharing strategies that deliver results! Letโ€™s trade smarter and grow together! ๐Ÿ€๐Ÿ€๐Ÿ€

Happy trading ahead. Cheers, BC ๐Ÿ“ˆ๐Ÿš€๐Ÿ€๐Ÿ€๐Ÿ€

@TigerPicks @TigerStars @TigerWire 


# Intel names new CEO to lead turnaround effort

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Comment๏ผˆ37๏ผ‰

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  • Mig
    ยท2025-03-14
    TOP
    looks like Intel's new ceo can make some food changes
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      Hแ—ฉแ‘ญแ‘ญฦณ ฦฌแ–‡แ—ฉแ—ชฦ–แ‘ŽG แ—ฉโ„Žฦแ—ฉแ—ช! แ‘•โ„Žฦฦแ–‡แ”•, แ—ทแ‘•๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      Enjoy your weekend in the thriving metropolis of SA! ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      Thanks for commenting Mig, presumably that should read good, now Iโ€™m hungry! Thanks for your continued ๐Ÿ’ช support and offering your insights which I love to see! ๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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  • Mig
    ยท2025-03-14
    TOP
    good article BC. thanks ๐Ÿ™‚
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      Hแ—ฉแ‘ญแ‘ญฦณ ฦฌแ–‡แ—ฉแ—ชฦ–แ‘ŽG แ—ฉโ„Žฦแ—ฉแ—ช! แ‘•โ„Žฦฦแ–‡แ”•, แ—ทแ‘•๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      Have a great weekend! ๐ŸŒž๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      Iโ€™m glad you enjoyed it Mig! Thanks for the extra comment! ๐Ÿ”ฅ๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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  • Barcode
    ยท2025-03-14
    ๐Ÿšจยท๐Ÿ“ฐ๐Ÿ—ž๏ธๆ“š่ทฏ้€็คพๅ ฑ้“๏ผŒ่‡บ็ฉ้›ปๅŠๅ…ถๅˆไฝœไผ™ไผดๆญฃๅœจๆŽข็ดขๆ”ถ่ณผ่‹ฑ็‰น็ˆพ็š„ไปฃๅทฅๆฅญๅ‹™๏ผŒไธ้Ž่‹ฑ็‰น็ˆพๅฐšๆœชๅฐ่ฉฒๅ ฑ้“็™ผ่กจ่ฉ•่ซ–ใ€‚้€™ไบ›่ซ‡ๅˆคๅผ•็™ผไบ†ไบบๅ€‘ๅฐๆญค่ˆ‰ๅฏ่ƒฝๅฆ‚ไฝ•้‡ๅก‘่‹ฑ็‰น็ˆพๅœจ่Šฏ็‰‡่ฃฝ้€ ้ ˜ๅŸŸ็š„่ง’่‰ฒ็š„็Œœๆธฌใ€‚
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  • Queengirlypops
    ยท2025-03-14

    Great article, would you like to share it?

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      Hแ—ฉแ‘ญแ‘ญฦณ ฦฌแ–‡แ—ฉแ—ชฦ–แ‘ŽG แ—ฉโ„Žฦแ—ฉแ—ช! แ‘•โ„Žฦฦแ–‡แ”•, แ—ทแ‘•๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      Have a great weekend! ๐ŸŒž๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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      Appreciate it, Q! ๐Ÿ’ก๐Ÿ“ˆ Always looking for the next big trade, letโ€™s keep exchanging sharp insights! ๐Ÿš€๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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  • Kiwi Tigress
    ยท2025-03-14

    Great article, would you like to share it?

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      Hแ—ฉแ‘ญแ‘ญฦณ ฦฌแ–‡แ—ฉแ—ชฦ–แ‘ŽG แ—ฉโ„Žฦแ—ฉแ—ช! แ‘•โ„Žฦฦแ–‡แ”•, แ—ทแ‘•๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      Have a great weekend! ๐ŸŒž๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      ๐Ÿ™๐ŸผThanks for the repost KT! It helps the community ride these market waves ๐ŸŒŠ ๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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  • Hen Solo
    ยท2025-03-14

    Great article, would you like to share it?

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      Hแ—ฉแ‘ญแ‘ญฦณ ฦฌแ–‡แ—ฉแ—ชฦ–แ‘ŽG แ—ฉโ„Žฦแ—ฉแ—ช! แ‘•โ„Žฦฦแ–‡แ”•, แ—ทแ‘•๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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      Have a great weekend! ๐ŸŒž๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      ๐Ÿš€๐Ÿ’ชThanks for the repost HS! Sharing these ๐Ÿ…ฑ๏ธ๐Ÿ†„๐Ÿ…ป๐Ÿ…ป๐Ÿ…ธ๐Ÿ†‚๐Ÿ…ท patterns to help us all ride the market waves ๐Ÿ“ˆ๐Ÿš€โ€ผ๏ธ๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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  • CIK
    ยท2025-03-14
    Great article, would you like to share it?
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      Hแ—ฉแ‘ญแ‘ญฦณ ฦฌแ–‡แ—ฉแ—ชฦ–แ‘ŽG แ—ฉโ„Žฦแ—ฉแ—ช! แ‘•โ„Žฦฦแ–‡แ”•, แ—ทแ‘•๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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      Have a great weekend! ๐ŸŒž๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      Kia ora CIK! Iโ€™m glad you enjoyed it and took the time to comment. I appreciate your support. Great to see you on one of my posts ๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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  • Hen Solo
    ยท2025-03-14
    //@Tui Jude:

    Great article, would you like to share it?

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      Hแ—ฉแ‘ญแ‘ญฦณ ฦฌแ–‡แ—ฉแ—ชฦ–แ‘ŽG แ—ฉโ„Žฦแ—ฉแ—ช! แ‘•โ„Žฦฦแ–‡แ”•, แ—ทแ‘•๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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      Have a great weekend! ๐ŸŒž๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      Cheers for the double shares HS! ๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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  • Cool Cat Winston
    ยท2025-03-14

    Great article, would you like to share it?

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      Hแ—ฉแ‘ญแ‘ญฦณ ฦฌแ–‡แ—ฉแ—ชฦ–แ‘ŽG แ—ฉโ„Žฦแ—ฉแ—ช! แ‘•โ„Žฦฦแ–‡แ”•, แ—ทแ‘•๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      Have a great weekend! ๐ŸŒž๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      Appreciate you sharing, CCW! ๐Ÿ“ข๐Ÿ’ก The marketโ€™s always evolving, letโ€™s stay ahead of the game! ๐Ÿš€๐Ÿ“ˆ
      2025-03-14
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  • Tui Jude
    ยท2025-03-14

    Great article, would you like to share it?

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      Hแ—ฉแ‘ญแ‘ญฦณ ฦฌแ–‡แ—ฉแ—ชฦ–แ‘ŽG แ—ฉโ„Žฦแ—ฉแ—ช! แ‘•โ„Žฦฦแ–‡แ”•, แ—ทแ‘•๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      Have a great weekend! ๐ŸŒž๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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    • Barcode:ย 
      ๐Ÿ™๐ŸผThanks for your support and sharing TJ. Much appreciated!๐Ÿ€๐Ÿ€๐Ÿ€
      2025-03-14
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