Do not recommend Intel Corp (INTC) but would be ‘terrified’ to shorten it

We recently published a list of Analysts are talking about these 10 actions of AI. In this article, we are going to take a look where Intel Corp (Nasdaq: INTC) faces other actions that analysts are talking about.

Deepwater Asset Management Dinner said in a last CNBC program that the AI ​​hardware trade remains intact and the analyst believes that Depseek is a positive positive for the industry.

“The Deepseek consensus has been positive for AI. I think that when it comes to the cost of the inference of AI, it will pass through the floor. Sam Altman said after Deepseek that they expect the cost of tokens to fall from 10 to 12 times per year for its second level model. I mean, that is basically through the floor. And I think that the third piece of this, if those two happen, we get this hardware construction, the cost of computation or the cost of inference decreases. I think you’re going to see some deep impacts. And then I am still optimistic in this market. I think what we are seeing at this time is a funk, and I think we still have two great years of this business trade. “

Read also: 7 best shares to buy long -term and 8 cheap Jim Cramer actions to invest in

For this article, we chose 10 AI actions that currently made movements at the bottom of the latest news. With each action, we have mentioned your feeling of coverage funds. Why are we interested in stocks in which coverage funds accumulate? The reason is simple: our research has shown that we can overcome the market imitating the best selections of shares of the best coverage funds. The strategy of our quarterly bulletin selects 14 small capitalization shares and large capitalization each quarter and has returned 373.4% since May 2014, exceeding its reference point in 218 percentage points (See more details here).

Coverage fund investors number: 83

Stacy Rasgon, from Bernstein, said in a recent CNBC program that Intel Corp (Nasdaq: INTC) has been in the news in the midst of reports that Taiwan’s semiconductor faced some pressure from the United States government to help “bet” the company. However, he said he will not recommend shares to investors from now on, but would be “terrified” to shorten it.

“We do not recommend that I buy Intel. That said, we have talked about this. I always joke that I have been a remarkable bear in the company. I am afraid to cut at this time for reasons like this: the novel flow comes and we can talk about what has been said. Much of this really does not make much sense to me, and we can talk about why, but it is these types of headlines that make me terrified to shorten it because anything can happen. Trump can tweet something on any day, or whatever, and can upload a lot. Then it is a hard short. “

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