“Buy Intel and other CPU and advanced packaging names into any dip, because the compute world is shifting away from GPUs toward what they make.”
“OpenClaw Effect, I released this this week. Again, this fits in with the architectural side. We're moving away from GPUs, we're moving more towards CPUs and advanced packaging.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.