▶ 10:57 · $AMD · New Street sees strong read-across for AMD from Intel CPU demand, superior roadmap

episode briefing

Open-Weight AI Debate Takes Center Stage

2026-07-24 · 6 company · 14 thematic

sentiment

4 bull1 bear1 neu

speakers

jennifer doudna

Biochemist and Nobel laureate, awarded the 2020 Nobel Prize in Chemistry for co-developing CRISPR gene editing.

andrew feldman

Leads Cerebras, a public company (CBRS) building wafer-scale AI inference chips; previously co-founded SeaMicro (acquired by AMD); describes $25B backlog and global data center buildout at unprecedented scale.

antoine chkaiban

Semiconductor analyst at New Street Research with a neutral rating and $115 price target on Intel; covers foundry dynamics and AI infrastructure.

sana

Bloomberg reporter covering space industry; broke story on SpaceX turning away Falcon 9 customers to prioritize Starship.

hema parmar

Covers hedge funds and asset management; reported on Viking Global's conservative stance and AI rally underperformance.

quote

“ON THE CPU FRONT, IT'S AN EXCELLENT READ ACROSS FOR AMD. IF INTEL IS GROWING THAT QUICKLY, DESPITE A ROADMAP THAT IS NOT COMPETITIVE, IF YOU LOOK AT THE DENSITY OF THE CHIPS THEY ARE PUTTING OUT, THE NUMBER OF CORES, I THINK AMD HAS A MUCH…”

—antoine chkaiban

now playing · $AMD

$INTC···bearish· mediumantoine chkaiban

New Street says Intel bull case priced in, structural foundry disadvantages vs TSMC persist

Even assuming a full manufacturing turnaround by 2030, Intel will face permanent gross margin gaps versus TSMC and continue losing CPU share to ARM-based designs and NVIDIA, leavi…

$AMD···bullish· mediumantoine chkaiban

New Street sees strong read-across for AMD from Intel CPU demand, superior roadmap

Intel's accelerating CPU demand despite an uncompetitive roadmap signals a robust server CPU market; AMD's denser, higher-core-count chips position it to capture disproportionate…

$SCRIBE-THERAPEUTICSbullish· highjennifer doudna

Scribe co-founder Doudna says epi-editing enables one-time cardiovascular therapy without permanent DNA changes

CRISPR-based epigenome editing alters protein production without permanent DNA modification, offering a safer, broadly deployable one-time treatment for common diseases like high…

$SPCX···bullish· mediumsana

SpaceX turns away Falcon 9 customers past 2028 to prioritize Starship for orbital data centers

Falcon 9 fully booked through 2028; company declining new dedicated and rideshare contracts to shift capacity to Starship, which is key to space-based data centers, Starlink expan…

$CBRS···bullish· highandrew feldman

Cerebras CEO says AMD partnership delivers world's fastest inference via disaggregated prompt-processing and token-generation

Splitting inference into prompt processing (GPU-optimized) and token generation (Cerebras-optimized) creates a single flow with unmatched speed and throughput; open standards-base…

$VIKING-GLOBALneutral· mediumhema parmar

Viking Global misses AI rally, stays conservative citing valuation and correction risks

The $56B hedge fund gained only 2.6% in H1 trailing AI-heavy peers; management acknowledges missed opportunity but refuses to chase, citing extreme valuations and risk of sudden c…

←