Source Post

Intel CEO Just Revealed the AI Stocks You Need to OWN NOW

The creator discusses Intel's recent earnings and the ongoing CPU shortage, highlighting that the demand is expected to continue with double-digit unit growth through 2027. The primary focus shifts to AMD, with the creator expressing excitement about its long-term potential, including a possible trillion-dollar market cap within the next three to five years, driven by strong demand and increasing average selling prices for CPUs.

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Tickers discussed in this post

ARMBullishLow ConvictionResearch Only

ARM Holdings is benefiting from the server CPU space growth.

AMDBullishHigh ConvictionSignal-backedPrimary

AMD is a favorite company with potential for a trillion-dollar market cap in 3-5 years due to strong demand and increasing ASP.

INTCNeutralMedium ConvictionSignal-backedSecondary

Intel reported strong earnings with positive outlook for server CPU demand, expecting double-digit unit growth through 2027.

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Tracked calls opened from this post

AMD
buy opened Apr 24, 2026
+49.95%