u/Any-Newspaper5509

3 possible signals that could impact Intel.

1. confirmation x86 server demand is strong and continuing - good

2. some indication AMD is winning more of this demand - higher ASP, expanding supply faster than Intel - bad

3. some indication Intel is winning demand - lower ASP, not selling out supply. - neutral?

1 clearly good, 2 clearly bad, 3 kind of implies 1 is not true, so maybe neutral?

What do yall think? We gonna get another 10% pop tomorrow?