Initiated Starter Position: $INTC CPU Demand Growth Having outline the reasons I see in CPU demand growth in quoted post below. I am initiating a position in INTC. There are other great CPU plays like ARM and AMD but I am choosing Intel for a few reasons: 1. ARM, AMD, Nvidia Vera CPUs, Amazon Graviton CPUs, Apple CPUs all share TSMC leading node wafer lines. It's a bottleneck. Intel CPUs have Intel Fab. Live or die on Intel Fab yield but success has not been priced in and it's looking good. Successful Intel Fab yields will open growth beyond CPU demand as leading node wafer production are a bottleneck. 2. Intel has not seen as much growth as AMD yet and has less priced in. It's got the world's second best fabs and is valuation attractive compared to TSMC if it's leading nodes get good yie
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