Intel is the chip story everyone is shouting about, with the stock up 159.57% year to date on a Lip-Bu Tan turnaround narrative wrapped around AI inference and a NVIDIA DGX Rubin host CPU win. But here is what you should actually be watching.
Intel just dropped 3.85% in a single session on May 4, after running 90.12% in a single month. That is the textbook signature of a narrative trade running out of fresh buyers.
Advanced packaging is where AI silicon actually gets stitched together into useful product. Three names monetize this without Intel’s foundry bleed.
This post originally appeared at 24/7 Wall St.