Locator: 50599INTEL.
Tag: INTC.
1Q26:
Updates
April 25, 2026: Intel skeptic. Link here.
April 25, 2026: Intel soars on signs that AI boom for CPUs is here. Reuters. Link here. Finally, the dots connect for Reuters. See below. My previous note.
April 24, 2026: The Intel story explains everything. But this is really, really cool. Was the Intel quarter a one-off? The question is whether to sell, buy, or hold now. Next question: is INTC a meme stock?
April 24, 2026: APP ECONOMY: INTC, TSLA, and TSM. One is an outlier.
April 24, 2026: I've looked at many, many App Economy income charts and I've never seen one like the 1Q26 INTC chart.
April 24, 2026: Shay could have said that many / most investors still think it's a bubble. Link here. They don't believe this is the fourth industrial revolution (the sixth, actually). Link here. The one to watch: AMD.
Original Post
The Intel story today was an incredible story. It will be interesting to see how analysts interpret what this all means.
AI query:
Intel surprised everyone. It appears that CPUs are becoming the chokepoint. The CPU / GPU ratio is getting back to "normal." Do you see it that way?
Reply:
Agree completely. Link here.
Agree completely. Link here.
Agree completely. Link here.
Ticker:
Amazing that Pat Gelsinger couldn't do this.
This is pretty amazing:
**************************
Micron
