Intel just confirmed what many doubted:
Data Center revenue +59% YoY and demand is now outpacing supply.
This isn’t just bullish for $INTC.
Bullish for the entire AI infrastructure stack:
$AAOI $MRVL $APLD $CRWV $WYFI $IREN $HIVE $CIFR $MARA $TE $AEHR $FLNC
AI capex isn’t slowing. It’s accelerating. 🚀
@stockmindsweb Thank you for following me back. I’ve found a lot of great insights on investing here. I hope you don’t get tired of posting updates on X or threads . I’m sure to read them every day.