Tonc
2026.03.19 12:50

$Intel(INTC.US)recent product cycle is mainly about Gaudi AI accelerators + Xeon refresh trying to stay relevant in AI infra. Gaudi is positioned as a lower-cost alternative to Nvidia, targeting price/performance rather than absolute leadership. It’s not winning the top tier yet, but it keeps Intel in the game and supports the “AI optionality” narrative.

Technically, INTC has been holding higher lows while the market is weak, which is constructive. Price is basing near a support zone with improving relative strength. If it breaks above recent resistance with volume, that’s when the trend shift becomes more real.

@Bridge Buzz SG

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