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Intel Embraces Nvidia Competition as AI Revolutionizes PC Chips , ETTelecom

$INTC AH $134.18 (+0.14%) — ANALYST WARNS INTEL VALUATION DOESN'T MAKE SENSE, SUGGESTS $NVDA, $AMD, $MU, AND $AVGO AS ALTERNATIVES

$USB +1.5% — SEEKING ALPHA: HEDGE INFLATION AND INTEREST RATE RISK WITH FLOATING PREFERREDS

US FUTURES MIXED — ISRAEL-LEBANON CEASEFIRE EXTENSION, IRAN PEACE DEAL UNCERTAINTY

$INTC AH $134.28 (+0.22%) — INTEL APPOINTS SEOK-HEE LEE AS EVP OF INTEL FOUNDRY AMID MANUFACTURING PUSH

$MCHP — AVOID 📊 | 6 MONTHS THESIS

$USB — AVOID 📊 | 6 MONTHS THESIS

$TXN — AVOID 📊

$QCOM — AVOID 📊 | 6 MONTHS THESIS

$MPWR — AVOID 📊 | 6 MONTHS THESIS

$TXN — AVOID 📊 | 6 MONTHS THESIS

$PHM — AVOID 📊

$TXN — AVOID 📊 | 6 MONTHS THESIS

$TRMB — WATCHLIST 📊

$USB — AVOID 📊 | 6 MONTHS THESIS

$SWKS — ADD 📊

$USB — WATCHLIST 📊 | 6 MONTHS THESIS

$QCOM — AVOID 📊 | 6 MONTHS THESIS

$MCHP — AVOID 📊 | 6 MONTHS THESIS

$TRMB — WATCHLIST 📊

$SWKS — WATCHLIST 📊

$USB — WATCHLIST 📊 | 6 MONTHS THESIS

$MPWR — WATCHLIST 📊 | 6 MONTHS THESIS

$TRMB — ADD 📊

$PHM — WATCHLIST 📊

$SWKS — BUY 📊

$SWKS — BUY 📊

$TRMB — BUY 📊

$QCOM — WATCHLIST 📊 | 6 MONTHS THESIS