Bobby Nagra
United Kingdom
$INTC (Intel) + $NVDA (NVIDIA Corporation) = Turning Point? Intel just landed a major strategic boost: NVIDIA is buying in with a $5 billion investment (US$23.28/share), and they plan to build together: custom x86 CPUs, RTX-GPU chiplets, tighter integration via NVLink, across AI/data centre and PC markets. I invested in Intel when things looked rough — low valuations, execution risk, but also clear potential in AI, manufacturing, and leveraging the x86 ecosystem. This deal checks many of the boxes I was looking for. If Intel delivers, this could mark a real revival. But as always, big opportunities come with big risks: product launches, competition (AMD, others), supply chain & process tech. I’m long. What do you think — is Intel back?
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