Interesting setup for $INTC an

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D1ane
09-24 05:48

Interesting setup for $INTC and $ARM. I’d be watching for more firm orders and longer-term commitments to see whether the strong CPU demand is translating into sustained growth. If that starts showing up, it could make the story even more interesting. 👀

# Two-Thirds of Next Year's Capacity Already Sold — Who's Still Shorting Memory?

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MartinBrown
·09-24 09:12
Capacity allocation and yield matter just as much here. Firm orders alone can still be channel noise if foundry slots are not tightening
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