CapitMonet on Nostr: Intel just reminded the market it matters again. But here’s what the numbers ...

Intel just reminded the market it matters again.

But here’s what the numbers don’t show:

The market isn’t buying Intel as it is.
It’s pricing what it could become again.

The real shift:
AI moved from training → inference
Training = GPUs
Inference = CPUs

→ Intel is back in the conversation
🟢 Q1 beat
🟢 Q2 guidance above consensus
🟢 Data center holding up

Stock jumped double digits after hours.
⚠️ The tension:
→ Expectations rising fast
→ Execution risk still real
→ This isn’t a turnaround confirmed
→ It’s a turnaround being priced in

High potential.
High narrative.
High risk of disappointment.

That’s the setup. The market already chose the story. Now it has to prove it.