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Trade Ideas (316)
Date Ticker Price Dir Speaker Thesis Source
Feb 19 $45.46
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N/A Finnhub News Finnhub - INTC
Why Intel (INTC) Is Down 5.9% After Nvidia’s ...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Why Ferroglobe Stock Was a Winner on Wednesda...
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N/A Finnhub News Finnhub - INTC
1 Reason Why Tesla Stock May Keep Underperfor...
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N/A Finnhub News Finnhub - INTC
AGNC Investment Stock Is Interesting, but Her...
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N/A Finnhub News Finnhub - INTC
Beyond the Headlines: Is the Financial Sector...
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N/A Finnhub News Finnhub - INTC
3 Things Every TMC The Metals Company Investo...
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N/A Finnhub News Finnhub - INTC
Nvidia Exits Arm Stake
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Is AMD Stock a Buy Now?
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N/A Finnhub News Finnhub - INTC
In a Vote of Confidence for Apple Stock, It I...
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N/A Finnhub News Finnhub - INTC
Intel Corporation to Participate in Upcoming ...
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N/A Finnhub News Finnhub - INTC
2 Predictions for Ares Capital in 2026
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N/A Finnhub News Finnhub - INTC
This Artificial Intelligence (AI) Stock Could...
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N/A Finnhub News Finnhub - INTC
2 Monster Stocks to Hold for the Next 5 Years
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Stop Losing Money to RMDs: A Simple Fix Retir...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Nvidia’s “Secret Portfolio” Shakeup: 2 AI Dar...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Is Sandisk the Next Nvidia?
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Could This $11 Stock Be Your Ticket to Millio...
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N/A Finnhub News Finnhub - INTC
Here's Why Shares in This Silver Miner Popped...
Feb 18 $45.46
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AVOID The speaker notes that "Intel and AMD used to own that market of server CPUs" but Nvidia is now telling customers they get better performance using Nvidia CPUs with their GPU clusters. As Hyperscalers (Meta) shift CPU spend to Nvidia to optimize AI workloads and secure supply, the Total Addressable Market (TAM) for traditional x86 server CPUs (Intel/AMD) shrinks in the high-growth AI segment. Avoid legacy chipmakers as they lose their stronghold in the hyperscale data center market. Nvidia's CPU performance fails to meet benchmarks; antitrust intervention prevents Nvidia from bundling CPUs with GPUs. Bloomberg Markets
Meta Deepens Nvidia Ties As Uber Plans To Spe...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Why Moderna Stock Just Popped
Feb 18 $45.46
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Nvidia Sold Its Stakes in These Firms. The St...
Feb 18 $45.46
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Why Netflix Stock Is Worth Buying on This Pul...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Advantech Highlights Real-Time Medical Edge A...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Prediction: This Artificial Intelligence (AI)...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Why Intuitive Machines Stock Is Soaring Today
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
AI “doomsday” fears overblown, Ives says
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N/A Finnhub News Finnhub - INTC
1 Growth ETF That Could Turn $100 Per Month I...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Spotify Stock Is Down 40%. Buy the Dip, or Ru...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Where Will NuScale Power (SMR) Stock Be in 10...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Netflix Stock Dropped 8% Last Month -- Here's...
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Why Palantir Technologies Charged Higher on W...
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N/A Finnhub News Finnhub - INTC
Silver Is Crashing: 3 Reasons to Sell Right N...
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N/A Finnhub News Finnhub - INTC
5 Reasons to Buy Dutch Bros Stock Like There'...
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SHORT Mandeep Singh
Senior Analyst, Bloomberg Intelligence
Mandeep states, "Previously, AMD or Intel was the supplier of CPUs to the data centers for Meta. Now, with NVIDIA selling CPUs, that could have an impact on AMD." This represents a direct loss of socket share in the highest-growth segment of the market (AI Hyperscalers). If the industry standard shifts to Nvidia GPUs paired with Nvidia CPUs (Grace-Hopper/Blackwell), the Total Addressable Market (TAM) for AMD and Intel in AI data centers shrinks significantly. Short/Avoid legacy CPU makers as they face displacement in the AI value chain. Nvidia's CPUs could underperform, or hyperscalers might maintain vendor diversity to avoid vendor lock-in. Bloomberg Markets
Meta Will Deploy Millions of Nvidia Processor...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Unum Group Could Soar If These 3 Things Go Ri...
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N/A Finnhub News Finnhub - INTC
I Used to Think I Needed $1 Million to Retire...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Why Kratos Defense Stock Just Popped
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Leveraged ETFs Are Not Long-Term Holdings. He...
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N/A Finnhub News Finnhub - INTC
Billionaire's Prediction: The Market Is Wrong...
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Where Will Archer Aviation Be in 3 Years?
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5 Top 2026 Stock Picks Are Companies Backed b...
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Rivian Stock: The EV Recovery Play to Watch​
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N/A Finnhub News Finnhub - INTC
Prediction: 2026 Will Be the Year of Ethereum...
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1 Growth Stock Down 80% to Buy Right Now
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N/A Finnhub News Finnhub - INTC
3 No-Brainer Growth Stocks to Buy With $500 R...
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N/A Finnhub News Finnhub - INTC
Move Over, Annaly Stock: This Unstoppable Fin...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Is a Dividend Cut Coming for UnitedHealth Sto...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Intel India Antitrust Fine Meets New AI And F...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
Prediction: Bitcoin Will Hit $150,000 By the ...
Feb 18 $45.46
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N/A Finnhub News Finnhub - INTC
SoFi Stock Dropped 17% in January -- Here's W...