After the family dinner, I took 40 mg of Valium by mistake and slept happily until midday. It was a very quiet Sabbath. I watched the Judge and Mearsheimer predict once more Ukraine's imminent collapse. Now, I am trying to do some work. But no, I cannot avoid wasting time on the net.
Doing "nothing" is very important. For example, what to do with this quotation from Goldman Sachs: Jensen Huang’s prediction of a trillion dollars of computing capacity waiting for an upgrade. It is a very big market opportunity. Maybe INTEL will get a nice portion of it. INTEL is very cheap -- today.INTC ranks 4th on our list of Goldman Sachs' top growth investors.
Intel Corporation (NASDAQ:INTC) is the beleaguered American chip manufacturing giant that has been one of the biggest stock stories of 2024 and for all the wrong reasons. Intel Corporation (NASDAQ:INTC)’s decision to suspend dividends and lay off thousands of employees earlier this year decimated investor sentiment. The firm is currently focusing on developing the 18A chip manufacturing node through which it aims to take process leadership away from the Taiwan Semiconductor Manufacturing Company (TSMC) and cater to the growing chip needs of the biggest companies in the world. 18A is dead at the center of Intel Corporation (NASDAQ:INTC)’s hypothesis, and the stock will respond based on developments regarding the technology’s execution milestones. Intel Corporation (NASDAQ:INTC)’s contract manufacturing subsidiary is another key part of its story, but since it was made into a subsidiary earlier, its impact is less pronounced.
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