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Intel is expected to benefit from the shift towards agentic AI, which increases demand for CPUs. Despite being 'beaten up' for a decade, the YouTuber sees its recent doubling as potentially the first leg of a larger move, driven by its role in the AI chip supply chain for companies like SpaceX.
“Intel is the CPU monopoly, essentially... It's potentially this is the first leg. It's not the last leg, right? There's there's space here.” — ▶ Watch clip