Intel is up 40%. Will Apple's Investment Follow after NVIDIA's Entry?

Our comeback story with Intel (i) started in mid-March in the US model portfolio when Lip-Bu Tan transitioned from the successful company Cadence Design to the former chip giant. The recent rally has increased the book gains to 40%, but Intel could potentially face a much larger comeback in the medium to long term. NVIDIA could become a foundry customer in the medium term! The story is that Intel will initially benefit from the integration of its CPUs into NVIDIA's AI architecture for data centers. Increased demand for Intel chips will improve...