How Meet Kevin’s view on $INTC changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo2 entries

2026-09-21Bullish

“Agentic AI Stocks to Buy! HOLY ROCKETSHIP”

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 ?

Watch the source04:58

2026-09-21Bullish

“SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!”

Intel benefits from severe supply shortages driving pricing power (data center rev +59% on +9% units) and projected CPU sales doubling in 2026-2027.

Uh, we've got there's there's a lot to cover. Obviously, we're going to cover this uh with AMD and uh Intel. We'll be covering those in just a moment.

Uh Intel was 14% on Intel. Wow.

Relies on a lot of compute driven applications. There are really two compute vendors. You've got Intel and AMD.

Watch the source10:16