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🌙MÒÒÑ 月亮🌚
🚨 Intel just crashed 22%. Is it a bargain or a trap?
Don't confuse a falling stock price with a cheap business.
Intel is facing pressure from weak PC demand, rising memory costs, and shrinking margins. AI demand is growing, but it isn't enough to offset every weakness.
Meanwhile, rising memory prices benefit players like SK Hynix, Samsung, Micron, and potentially $SNDK.
But here's the catch: if end-market demand weakens, higher prices can quickly become a problem.
#DailyOrbit
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