Intel: Already 195% book profit in the US model portfolio. Why the CPU story offers further potential to $95!

GPUs were the first choice for training AI models. However, with the shift to AI inference, such as AI agents and superintelligence, the demand for CPUs for decision-making and task execution is increasing. AI agents run on CPUs. For our model portfolio stock Intel (i), this is very positive as a leading supplier of x86 server CPUs with its own chip factories. HSBC calls potential of 40%. The CPU story is not priced in! HSBC upgraded today from Hold to Buy and raised the target from $50 to a whopping $95. This sets a new top target with a remaining...