u/Ajaxeux

Imagine if there’s a company that has the business of every major company!
Advertising business like Meta and Google
Streaming platform like Netflix
Data centers like Microsoft Azure and Google Cloud
TV platform like YouTube
Sells/provide chips like AMD and Nvidia for AI
Retail store like Walmart and Costco

Stop imagining Amazon have:
Huge growing advertising business
Prime Video
AWS
Twitch
Trainium
Amazon is just amazing and hidden gem

Capex was confirmed it will be significantly higher in 2027 than 2026 and I’m pretty sure it will be the same for 2028-2029 (which is good) short term pain for long term benefit - I don’t understand how some investors think! Google need to spend more to stay relevant and on top and compete… this is also an opportunity for us Google investors to buy the dip and don’t forget how huge Google is: YouTube (world’s biggest TV)+Google Search+Google Cloud (which will be needed more and forever by every single company that exists)+Android (most used and dominant mobile OS worldwide holding roughly 70%)… don’t panic you will be rich.

July 15th - 16th

Supernova is better than cherry fizz

If not more! The stock literally went up 14% in one day just because of report not official announcement from either company and the fact that Apple a picky and very strict company to choose Intel is big it confirms that 18A is reliable and good I’m pretty sure that Apple been testing it and pushing it to the limit

This will likely bring other big companies to Intel

AMD+Nvidia will definitely be their next customers as TSMC is currently at 100% capacity for AI chips

Nvidia needs a secondary source to keep up with the insatiable demand for their Feynman architecture

Amazon already has a partnership for their "Trainium" chips the next step is much bigger

AWS is looking to design more of its own ARM-based server CPUs (Graviton 5 and 6) to cut costs… Intel's 18A node is perfectly positioned for the power efficiency these data centers crave

High expect an announcement regarding a dedicated "custom silicon" line specifically for AWS

Google/Tesla/Microsoft are also 100% in line

Another thing that not many people talk about:
Intel currently possesses the latest most advanced ASML lithography machines High-NA EUV that TSMC doesn’t have them for production while Intel now use them

BTW
Intel have the knowledge and the ability to make DRAMs which was the reason for stocks like MU and SNDK to go up like crazy so why INTC can’t go up crazy🤓