Knockouttrader(@knockouttrader):Over the weekend X sentiment went super bullish on CPUs again after $INTC CEO Lip-Bu Tan noted that Intel can only supply 50% of the CPU demand they’re seeing from Frontier model companies right now. Goldman now calculates CPU > GPU in short dated capex. So we do not only have a +ive Intel part but also a +ive $AMD readthrough from this overall development imo. Discl.: Long AMD today

Knockouttrader

@knockouttrader

Just a little goblin looking for the golden pot sharing information, discussing opinions, trading US and EU shares & options. No recommendations #DYOR#

Joined March 2019

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Knockouttrader@knockouttrader

2026.09.21 08:57

Over the weekend X sentiment went super bullish on CPUs again after $INTC CEO Lip-Bu Tan noted that Intel can only supply 50% of the CPU demand they’re seeing from Frontier model companies right now. Goldman now calculates CPU > GPU in short dated capex. So we do not only have a +ive Intel part but also a +ive $AMD readthrough from this overall development imo. Discl.: Long AMD today