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Comment by bun_terminator | Hacker News Reader

My gut also feels me that intel is currently somewhat undervalued. The times where their CPUs were beaten left and right by AMD are long over. And their fabs give them a heavy strategic advantage over them - especially now that geopolitical tensions are high. Of course neither am I an oracle, nor is the market rational. But this seems off

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I tend to agree, but I realize after losing money in Intel stock, that their manufacturing business is a huge risk, and that keeps price down. They have to spend many billions to build even a single fab. They have to fund those investments and the factories may not work!

Agree. I've personally invested some money in Intel because I'm bullish on their new fab sites approaching TSMC (and potential higher tensions in Taiwan), they are currently profitable, and I expect the trend to increase reliance on American-soil built fabs. Their P/E is also low relative to their peers.

Of course, just one guy's opinion, I haven't beat the SP500 with my history of individual stock picks.

(not my opinion) AMD has an AI story, Intel hasn't.

Where's AMD's AI story? The whole AI market right now is almost exclusively Nvidia(CUDA) dominated.

I think even Apple and Google have more AI HW in the wild than either Intel and AMD who only just launched SoCs with NPUs and their GPUs aren't really used much in mass market AI training.

Why do you discount Gaudi 3? It looks like a very strong offering.

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