amit
2026.04.24 16:47

i guess we all need to thank $Intel(INTC.US) for those earnings

have not seen a day like this for semis in a long time

on track for the 18th day of green

what are people thinking? cautious? excited? it was time for the pump?

it’s almost like Intel just unlocked ANOTHER S-curve to the semi bull market which are CPUs

$NVIDIA(NVDA.US), $AMD(AMD.US), $Intel(INTC.US) all benefit from that along with plenty of other semi names in memory, packaging, photonics, etc.

if we just unlocked a new vector of growth…

it’s go time

Source: amit

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