Why Wall Street Is Quietly Repositioning Intel and AMD Before 5th May!
1 month ago, I posted a thesis on the x86 repricing trade, arguing Intel was the asymmetric setup and AMD was the higher-quality business.
And Intel just run from the ~$40 to ~80 in after hours. Meanwhile, AMD also ran past $328.
In this follow-up, we'll walk through what Intel's Q1 2026 earnings actually revealed, why the margin rebound is real but not linear, why AMD's current move is an expectation trade rather than an earnings-validated one, and the specific technical signals telling you the easy money on Intel is gone. We cover DCAI growth, Foundry losses, the Meta six-gigawatt deal, Nutanix, input cost inflation, and what the 5th May AMD print means for retail positioning!
I’m DataCat, a former Fortune fifty analyst who escaped the corporate maze for charts, data, and the occasional sarcastic cat joke.
Apologies for both the tool and my editing skills are a bit janky, but I need the extra time to focus on researching and deliver ACTUAL useful insight for you.
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