Intel's 'TNTC' CEO Huang Liwu claims a 10x return within 10 years—I'm all in! Intel's current market cap is $67 billion. As the leader in CPUs, the 'brain' of computers, it does seem a bit underwhelming in the AI era. Companies selling GPUs and memory, like NVIDIA, are already in the trillion-dollar club. Even TSMC, which focuses on packaging, has a multi-trillion-dollar market cap. Let me break down why I think Intel reaching a trillion-dollar valuation is totally achievable: 1. Intel has a strong background. It's officially recognized as the packaging company for U.S. industrial migration. The U.S. government, NVIDIA, and SoftBank have already invested, and BlackRock, Vanguard, and State Street are long-term holders. 2. Business partnerships: Microsoft, Broadcom, Google, and Apple have all just signed agreements. 3. With the development of the AI inference era over the next 3 years, the CPU-to-GPU ratio in the AI agent era is rapidly shifting. It’s moving from the current 1:8 to 1:1. The better GPUs sell, the better CPUs will sell too. 4. Besides being the leader in CPUs, Intel is also making fast progress in the new chip packaging industry. This is one of the reasons why the U.S. government and NVIDIA are investing. Plus, Intel has its own moat—it’s practically a U.S. state-owned enterprise. With all this, isn't it reasonable to say Intel breaking into the trillion-dollar club is no big deal? The CEO has already called it: 10x returns in 10 years. I think it’s totally doable. Every AI agent will need a brain, right? From smartphones to robots—think about it carefully. #Intel #AI #Investing #TechStocks