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CRAMER FLIPS AI NARRATIVE – $INTC BECOMES HIS NEW TOP PICK 🔥
Wall Street's AI winners are no longer the Magnificent Seven. Jim Cramer highlights that the market now rewards "picks and shovels" suppliers — chipmakers like Intel that sell scarce hardware. He notes the Fab Seven lost $2.3T in combined market cap last month as investors question whether massive AI spending will ever pay off.
Intel's CEO Gelsinger is restructuring the foundry business, and Cramer believes the company is poised to benefit from CPU demand, advanced packaging, and U.S. chip manufacturing. The supply-demand imbalance in memory and network equipment is fueling upgrades across the semiconductor space.
Can this rotation sustain into Q3, or is it just a quarterly rebalancing?
Not financial advice. Always manage your risk.
#INTC #AI #Semiconductors #Cramer #TopPick
🔥
Wall Street's AI winners are no longer the Magnificent Seven. Jim Cramer highlights that the market now rewards "picks and shovels" suppliers — chipmakers like Intel that sell scarce hardware. He notes the Fab Seven lost $2.3T in combined market cap last month as investors question whether massive AI spending will ever pay off.
Intel's CEO Gelsinger is restructuring the foundry business, and Cramer believes the company is poised to benefit from CPU demand, advanced packaging, and U.S. chip manufacturing. The supply-demand imbalance in memory and network equipment is fueling upgrades across the semiconductor space.
Can this rotation sustain into Q3, or is it just a quarterly rebalancing?
Not financial advice. Always manage your risk.
#INTC #AI #Semiconductors #Cramer #TopPick
🔥
$RNDR $FIL $AR
If you're interested in AI, ignore high-risk coins like COAI, AIA, BLUAI and consider the following 3 solid coins:
- Render (RNDR): Decentralized GPU
- Filecoin (FIL): Decentralized data storage
- Arweave (AR): Permanent storage platform for the AI and decentralized data era.
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