TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

antoine chkaiban

T3 · host / generalist

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

2 calls·2 names·50% bull·last heard 18 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$INTCIntel

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

Even assuming a 2030 foundry turnaround, Intel faces permanent gross margin gaps versus TSMC and will keep losing CPU share to ARM and Nvidia, leaving little upside from current levels.

Bloomberg Tech2026-07→
2ndmedium conviction
$AMDAdvanced Micro Devices

New Street sees strong read-across for AMD from Intel's CPU demand surge

Intel's accelerating CPU demand despite an uncompetitive roadmap signals robust server CPU market; AMD's superior chip density and core count roadmap positions it to capture disproportionate share.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

2 total
$INTC
···
Intel
MEDantoine chkaiban·Bloomberg Tech·18 days ago
New Street says Intel bull case fully priced, structural foundry disadvantages vs TSMC persist
Even assuming a 2030 foundry turnaround, Intel faces permanent gross margin gaps versus TSMC and will keep losing CPU share to ARM and Nvidia, leaving little upside from current levels.
"EVEN IF YOU TAKE INTEL IN 2030, WHERE MANUFACTURING IS TURNED AROUND... YOU HAVE THE FOUNDRY MARGINS AT NINE POINTS SEQUENTIALLY. THEY ARE HEADING TOWARD BREAKEVEN... GROSS MARGIN…"
5:54
$AMD
···
Advanced Micro Devices
MEDantoine chkaiban·Bloomberg Tech·18 days ago
New Street sees strong read-across for AMD from Intel's CPU demand surge
Intel's accelerating CPU demand despite an uncompetitive roadmap signals robust server CPU market; AMD's superior chip density and core count roadmap positions it to capture disproportionate share.
"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... I THINK AMD HAS A MUCH STRONGER ROADMAP. IT…"
10:49