Intel has strong bull thesis driven by supply constraints and pricing power in CPUs.

Let's delve deeper into companies like AMD and Intel,

AMD is focusing on x86 technology, the same technology as Intel, whose stock rose 14% today and then 12% by the end of the day.

So, we have AMD, Intel, ARM, Apple, and of course, Meta, which is leading this massive evolution today. Of course, Intel. We've talked about them , but why are we even paying attention ?

Because Intel is projected to double its CPU sales between 2026 and 2027, and possibly in both years. Their data center and AI revenues in the second quarter of 2026 were up 59% year-over-year .

And that's despite production increasing by only 9%, which is astonishing.

You delivered 9% more CPUs , but your prices went up 48% to make up for that difference. That's pricing power. So Intel has pricing power too.

They're not just a manufacturer; they're also a chip designer that makes their own CPUs. So that's a big win for Intel as well.

Intel's CEO points to a severe shortage of server CPUs , with Intel's current capacity covering only 50% of actual customer demand . According to reports, Intel will raise PC CPU prices by about 10% and anticipates an even larger increase for data center CPUs.

Therefore, Intel's price hike for consumer processors is surprising, but it demonstrates the severity of the shortage.

Let's go back to Intel for a moment, since we're switching between several companies. Data center customers are snapping up CPUs, partly due to AI. We know that Intel's capital expenditure is increasing significantly, just like most infrastructure companies'.

But Intel relies on building expensive manufacturing operations, where it invests all its profits in Developing the manufacturing process is crucial. The advantage of this is that AMD will likely always have a higher profit margin than Intel. This is something worth considering.

Currently, the real competition is between AMD and Intel, and I believe this is the reason for their remarkable success.

We've talked about Intel. We've talked about ARM. We've talked about Nvidia's $20 billion CPU forecast, which is a positive.

which means it's still early days for Intel,