---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40448232.md"
description: "After AMD's earnings report was mentioned yesterday, $Intel(INTC.US) Intel would move in tandem, and indeed it also rose.When you've sold AMD too early, you can keep an eye on Intel; maybe by 2027 it will be completely different.Key drivers: Domestic IDM + 18A advanced process node + the sovereign premium of SHIELD are the biggest differentiating advantages. The resurgence of CPU's "head coach" role in the Agent AI era benefits both Intel and AMD, but Intel carries higher execution risk."
datetime: "2026-05-06T01:14:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40448232.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40448232.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40448232.md)
author: "[不奋东西](https://longbridge.com/en/profiles/14442740.md)"
---

# After AMD's earnings report was mentioned yesterda…


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## Comments (3)

- **呼噜噜壮仔 · 2026-05-06T02:38:57.000Z**: Let's not even discuss whether Intel has truly mastered advanced processes and yield rates. Just look at this stock price, this momentum, and this level of market attention. All sorts of heroes in the US stock market are coming to support it—those with money contribute funds, those without contribut
- **超可爱的大泡泡 · 2026-05-06T01:25:00.000Z**: Buy some SOXX?
- **双双2026 · 2026-05-06T01:21:21.000Z**: CPU rewrites the narrative, the main theme this year is to buy AMD, Intel, and ARM.