If you feel you missed the AI train, don’t worry. Intel is a
great value at its current price and a hidden gem in plain sight as NVDA gets
the spotlight.
I think its ultimately going to come down to INTC/NVDA vs
AMD
1.NVDA CEO Jensen Huang recently came out and said Intel
Chips “look good”. This is added competition for TSM and a big advantage for
INTC. Most TSM processing and
fabrication plants are in Taiwan. Most of INTC’s fabricating plants are in the
US and friendly countries. The number one reason Buffett dumped TSM is
location, location, Location.
https://www.barrons.com/articles/intel-tsmc-nvidia-573267ea
https://en.wikipedia.org/wiki/List_of_Intel_manufacturing_sites
2. INTC is a huge benefactor of the CHIPS ACT.
3. INTC also makes GPU’s competitive with NVDA. https://www.intel.com/content/www/us/en/products/details/discrete-gpus/arc.html
I don’t think NVDA will buy INTC as its too expensive and
they won’t merge because shareholders wont allow it but they will compliment
and benefit from each other’s success in the new world of AI.
The time has finally come for INTC to shine.
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