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CRAMER FLIPS AI NARRATIVE – $INTC BECOMES HIS NEW TOP PICK 🔥
Wall Street's AI winners are no longer the Magnificent Seven. Jim Cramer highlights that the market now rewards "picks and shovels" suppliers — chipmakers like Intel that sell scarce hardware. He notes the Fab Seven lost $2.3T in combined market cap last month as investors question whether massive AI spending will ever pay off.
Intel's CEO Gelsinger is restructuring the foundry business, and Cramer believes the company is poised to benefit from CPU demand, advanced packaging, and U.S. chip manufacturing. The supply-demand imbalance in memory and network equipment is fueling upgrades across the semiconductor space.
Can this rotation sustain into Q3, or is it just a quarterly rebalancing?
Not financial advice. Always manage your risk.
#INTC #AI #Semiconductors #Cramer #TopPick
🔥
Wall Street's AI winners are no longer the Magnificent Seven. Jim Cramer highlights that the market now rewards "picks and shovels" suppliers — chipmakers like Intel that sell scarce hardware. He notes the Fab Seven lost $2.3T in combined market cap last month as investors question whether massive AI spending will ever pay off.
Intel's CEO Gelsinger is restructuring the foundry business, and Cramer believes the company is poised to benefit from CPU demand, advanced packaging, and U.S. chip manufacturing. The supply-demand imbalance in memory and network equipment is fueling upgrades across the semiconductor space.
Can this rotation sustain into Q3, or is it just a quarterly rebalancing?
Not financial advice. Always manage your risk.
#INTC #AI #Semiconductors #Cramer #TopPick
🔥
📈 UBS RAISES $AMD PRICE TARGET TO $730 — INSTITUTIONAL CONVICTION IS BUILDING! 💥
Target: 730 🚀
📊 UBS just upgraded $AMD with a $730 target, citing a "margin protection umbrella" from server CPU strength and aggressive GPU expansion. They expect EPS to hit $27.57 in 2028—nearly 50% above Wall Street consensus. 📌 This isn't a retail hype call; it's smart money aligning with structural revenue shifts: $35B server CPU by 2027, $44B data center GPU, and the MI500 series launch.
💡 The 75% rally over 3 months hasn't shaken institutional conviction—UBS doubled down. When tier-1 analysts project 2028 EPS near $30 while the market sees $19, the disconnect spells liquidity hunting ground. 💬 Are you positioned for the structural breakout or waiting for a pullback that may never come? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #AMD #Bullish #PriceTarget #InstitutionalFlow #TopPick
🦈 💎
Target: 730 🚀
📊 UBS just upgraded $AMD with a $730 target, citing a "margin protection umbrella" from server CPU strength and aggressive GPU expansion. They expect EPS to hit $27.57 in 2028—nearly 50% above Wall Street consensus. 📌 This isn't a retail hype call; it's smart money aligning with structural revenue shifts: $35B server CPU by 2027, $44B data center GPU, and the MI500 series launch.
💡 The 75% rally over 3 months hasn't shaken institutional conviction—UBS doubled down. When tier-1 analysts project 2028 EPS near $30 while the market sees $19, the disconnect spells liquidity hunting ground. 💬 Are you positioned for the structural breakout or waiting for a pullback that may never come? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #AMD #Bullish #PriceTarget #InstitutionalFlow #TopPick
🦈 💎
$RNDR $FIL $AR
If you're interested in AI, ignore high-risk coins like COAI, AIA, BLUAI and consider the following 3 solid coins:
- Render (RNDR): Decentralized GPU
- Filecoin (FIL): Decentralized data storage
- Arweave (AR): Permanent storage platform for the AI and decentralized data era.
#toppick
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