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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 210.00-2.0%Jan 7 3:59 PM EST

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From: Joe NYC12/24/2025 11:33:05 AM
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Interesting post on Anandtech:

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Intel has a long way to go. Just a year ago, after 30 years of building Intel only inside computers, I built a 9950X. It has been a flawless computer.
I was an ardent Intel supporter. Now I have kind of written them off and am much more interested in Zen 6 rather than Nova Lake. I don't believe Intel can do it. All of the news about Intel is "plans." No working silicon, no proof of 18A delivering and yielding. Could they do it? Of course. But I won't believe it until I see it.
On the otherhand I'm feeling a quiet confidence from AMD. I'm thinking that AMD will be a solid upgrade from Zen 5 and won't have to fill any massive performance holes (like ARL gaming) from the last generation.
I'm pulling for Intel but am highly suspect of them delivering.
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