Business Analysis of Intel: Preparation for Valuation

Business analysis of Intel should answer the upcoming challenges from ARM and manufacturing complexity
Another episode from tech giants

Key points of Business Analysis of Intel:

  1. We believe Intel will get benefit from a government program that plans to fund 50 billion for the chips industry.
  2. In the normal old days, the vertically integrated that become Intel’s business model could serve as a decent competitive advantage. In modern days when the chips get smaller and much smaller, that competitive edge fades too.
  3. The chip monopoly with AMD should be a good thing, but this is technology. It needs to be stronger, faster, and better every year. AMD and Intel do not compete with each other. People and media who bring them into the ring.
  4. Even if Intel could beat AMD, the ARM architecture poses a threat to x86 that Intel excels in.
  5. Intel looks cheap in the short term. It has strong connections with laptop vendors, government, and technology. But in the long run, the fierce competition – internal with AMD along with external threats like Qualcomm in the form of ARM – is waiting.

Let elaborate.

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Is Nvidia a Bargain Stock to Buy? Reality Checklist

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Nvidia stock falls from 300 level in November 2021 to half of its value at approximately 150 level in June 2022. Is this a rare opportunity or an alarming bell for the chip industry? We try to analyze its revenue, business model, and issue regarding the chip industry. In the end, we hope the investor could answer: Is Nvidia a bargain stock to buy?

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Analysis of Nvidia Stock 2022: The Money Game

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TL, DR for Analysis of Nvidia stock 2022:

  1. Even under the company’s plan to transform into an AI platform provider, the gaming sector still becomes the backbone of the business.
  2. AI still offers massive opportunities. We have metaverse awaiting along with more AI adoption.
  3. Nvidia’s competitive advantage is solid, especially after the Mellanox acquisition.
  4. The most powerful edge of Nvidia is the connection with another big name, making it the most compatible chip manufacturer in terms of gaming, AI, auto, and design.
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