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Intel "TNTC" CEO Huang Liwu announced a 10x return within 10 years, I'm going all in.
Intel's current market value is 67 million, and as the leader in CPUs and the brain of computers, it’s somewhat lagging in the AI era.
Companies that buy graphics cards and memory, including Nvidia, are all in the trillions of dollars.
TSMC, which handles packaging, also has a market value of several trillion dollars.
Below, I will list the reasons why Intel reaching a trillion-dollar market cap is not a problem at all.
1. Intel has a strong background, currently recognized by the US industry as the official packaging company for industry migration.
The US government, Nvidia, and SoftBank have already invested, and BlackRock, Vanguard, and State Street hold long-term shares.
2. Business approach: Microsoft, Broadcom, Google, and Apple have all just signed agreements.
3. With the three-year development of the AIGUP reasoning era, the ratio of CPUs to GPUs in the AI intelligent agent era is rapidly changing,
from the original 1:8 to 1:1. The better GPUs sell, the more CPUs will sell as well.
4. Besides being a CPU leader, Intel is also rapidly advancing in new industry chip packaging, which is also why the US government and Nvidia are investing.
Plus, it has its own moat, comparable to a state-owned enterprise in the US.
All these points, I say, breaking a trillion is not a big problem, right?
The CEO has already made a call: 10x returns in 10 years.
I think it’s not a big deal.
In the future, every intelligent agent will need a brain—
from small phones to large robots, think about it carefully.