Pat Gelsinger must have taken a crap in this dude's cornflakes at some point. He's pretty uninformed if he thinks Emerald Rapids is "Sapphire Rapids with a couple bug fixes"

He knows absolutely nothing about semiconductor industry, yet he talks with great confidence.

Intel will double next year, now it has EUV process😊😅😂

No offense AMD popped not directly because of its AI event, but after Lisas interviews just afterwards where she basically confirmed that she was sandbagging by quite a lot with their just 2bn earlier. That was the reason for the pop not its "great" AI event.

I think intel is kind of right that theres room for python oriented ASIC chiplets in AI. As far as visual hallucinations NVIDIA might as well blown AMD out of the park. And Intel seems to be making strides in ramping a competitive GPU or at leas APU chiplet. with what? 80% of the Server side market share Im not counting Intel out of any game. Historically they seem to have spies everywhere and are THE heavy pipe hitters pantsing the competition with pocket sand. Thats my analysis. Im going to say its VERY possible thats underweight when the smoke clears. I think we all like to hate on these guys from what the did with the i7 from when multicore was invented all the way up to AMD's infinity architecture. We HATE YOU. but it would be absolutely foolish to count them out.

From this I got one thing: Time to buy INTEL stock. That tech is in everything.

why can't intel compete with AMD? Intel has a lot more employees.

Everyone is looking for the next Nvidia - but NvidIa is the next Nvidia - with 20billion of projected earning in quarter 4. Which means they'll probably earn 21 billion. Get ready for a new 52 week high

This is the most clueless analyst I've seen. He talks in such a flippant way as if Intel is nowhere, which couldn't be further from reality.

Intel chip is far more efficient than AMD chip now as Intel 4 and Intel 3 coming online, where AMD is still using TSMC 5nm.

°∆ I believe we are meant to be like Jesus in our hearts and not in our flesh. But be careful of AI, for it is just our flesh and that is it. It knows only things of the flesh (our fleshly desires) and cannot comprehend things of the spirit such as peace of heart (which comes from obeying God's Word). Whereas we are a spirit and we have a soul but live in the body (in the flesh). When you go to bed it is your flesh that sleeps but your spirit never sleeps (otherwise you have died physically) that is why you have dreams. More so, true love that endures and last is a thing of the heart (when I say 'heart', I mean 'spirit'). But fake love, pretentious love, love with expectations, love for classic reasons, love for material reasons and love for selfish reasons that is a thing of our flesh. In the beginning God said let us make man in our own image, according to our likeness. Take note, God is Spirit and God is Love. As Love He is the source of it. We also know that God is Omnipotent, for He creates out of nothing and He has no beginning and has no end. That means, our love is but a shadow of God's Love. True love looks around to see who is in need of your help, your smile, your possessions, your money, your strength, your quality time. Love forgives and forgets. Love wants for others what it wants for itself. Take note, true love works in conjunction with other spiritual forces such as patience and faith (in the finished work of our Lord and Savior, Jesus Christ, rather than in what man has done such as science, technology and organizations which won't last forever). To avoid sin and error which leads to the death of our body and also our spirit in hell fire, we should let the Word of God be the standard of our lives not AI. If not, God will let us face AI on our own and it will cast the truth down to the ground, it will be the cause of so much destruction like never seen before, it will deceive many and take many captive in order to enslave them into worshipping it and abiding in lawlessness. We can only destroy ourselves but with God all things are possible. God knows us better because He is our Creater and He knows our beginning and our end. Our prove text is taken from the book of John 5:31-44, 2 Thessalonians 2:1-12, Daniel 2, Daniel 7-9, Revelation 13-15, Matthew 24-25 and Luke 21. Let us watch and pray... God bless you as you share this message to others.

Semis will Double

ai is B.S. no one is going to make any money on this other than a few companies like MSFT w/ chatgpt and NVDA and once all the ai training data centers are built, even NVDA will crash and burn like Intel stock did in the late 90s. FYI intel is the largest chip company in US and their stock has never gone back to ATH from August of 2000. Same thing will happen to NVDA in a couple years.