Jun. 16 at 7:23 PM
Nobody wanted when they were cheap. Now everyone is focused on how extended those stocks are meanwhile there’s hidden strength you gotta look for else where.
$INTC
$AMD
$DELL
$INTC (Intel) is triggering a powerful "flight to quality," heavily reinforced by Google’s massive 3-million tensor processor order and Nvidia's packaging exploration. Concurrently,
$AMD officially announced a definitive 30 MW AI compute deployment with Rackspace today, alongside Wolfe Research heavily raising its server CPU total addressable market (TAM).
Infrastructure champion
$DELL delivered stellar Q1 results, raised its full-year guidance to an incredible
$60B in AI server revenue, and displayed a pristine
$51.3B order backlog that guarantees long-term visibility.
This healthy technical consolidation resets these deep-moat legacy leaders right back into vital Fibonacci right-side support.
Are you exploiting this dip to accumulate the newly validated, deep-value turnaround story of
$INTC ?
