$Intel(INTC.US)Intel yesterday’s drop wasn’t just “NVDA making CPUs = INTC dead.”

Nvidia pushing further into CPU/Grace + data center stack definitely pressures Intel narrative-wise, especially in AI servers. But price action looked more like continuation weakness in a stock already under major MAs, with sellers leaning into any competitive headline.

So yes, competition adds fuel — but technically it’s still a downtrend reacting to news, not a one-day causal event.

@Bridge Buzz SG