Intel: AI Agents Trigger the CPU Wave, but Foundry Will Decide the $1 Trillion Club in the Long Run!

I am positioned in Intel (i), and in Traderfox's US model portfolio, we are 430% up, and I still find the stock interesting despite the strong price development. My short-term main reason is no longer even the foundry story, but a potential new wave of demand for CPUs driven by autonomous AI agents. The crucial hint came recently from CEO Lip-Bu Tan. Intel can currently meet only about 50% of its customers' CPU demand. According to Tan, even CEOs are reaching out to him directly because they need additional capacity. For me, this is a strong signal,...