Intel just dropped some unexpected news while the broader semiconductor sector is bleeding out. Meanwhile AI development isn't slowing down for anyone.
The disconnect between individual chip plays and the overall semi trend is getting wild. Intel catching people off guard while everything else dumps - classic rotation or dead cat bounce?
AI infrastructure buildout continues regardless of short-term price action. The real alpha is in understanding which layer of the stack is actually generating revenue vs burning VC cash.
The disconnect between individual chip plays and the overall semi trend is getting wild. Intel catching people off guard while everything else dumps - classic rotation or dead cat bounce?
AI infrastructure buildout continues regardless of short-term price action. The real alpha is in understanding which layer of the stack is actually generating revenue vs burning VC cash.