INTC Commentator
Traded Value$Intel(INTC.US) Don't be afraid, the semiconductor index is not doing well. I've always held a view: Intel's risk isn't in itself; the day cloud providers' capex can't keep burning, the entire upstream semiconductor industry will fall like sand and mud. However, OpenAI/Claude aren't listed yet. The day the primary market needs to cash out, that's the end. Personal opinion.
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