My focus will be on Intel’s 18A foundry progress and data center business. Server CPU demand has improved, but investors want proof that AI investments can drive sustainable profits, better margins, and meaningful external foundry customers. Any disappointment could trigger selling.
I remain positive on Intel’s long-term turnaround, but I think this earnings report could become a "sell the news" event. With expectations running high, my prediction is a 5%-10% pullback after the results. If the market overreacts, I may even consider adding to my position for the long term.
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- Phoebezzz·07-24 10:56TOP[Strong]Thanks for sharing. May I know, in your view, what key indicators would provide evidence that Intel’s AI investments can translate into sustainable long-term growth?1Report
- icycrystal·07-23 23:56TOPthanks for sharing2Report