Technological resources increased in 2024. The technical industry may be terminated in recent weeks, but NASDAQ COMPOSITE(NASDAQINEX: ^ ISX) The market index still hovers below the records in December.
But the prices of growing shares have not reached every corner of the technology market. Several legendary leaders of the industry make significant discounts on their 52 week tops. Read to see why you should look deeper to semiconducting veterans Micron technology(Name, MU) aeration of Staff(NASDAQ. INTC) Right now.
Microns benefit greatly from artificial intelligence (AI) boom. Particularly systems used for training or operation Generator AI: Tools require a lot of memory.
It is even true to Deepseek, Language Language Model (LLM), which is known for its low hardware costs. AI accelerator cards that work in the latest Deepseek V3, need more than 1.5 terabytes (TB) high-speed video memory (VRAM). Lighter models can be managed by beef laptop, but even a low-quality Deepseek V2 236B must have more than half tubercon-videos memory. It is kind of difficult to fit in one system, especially a laptop. Today, the biggest sales of sales are at the top of 48 gigabytes (GB), and servers can receive their digital hands with 256 GB cards.
And it’s a resource-touching generative AI system. More ambitious models of Openai’s Chatgpt uses greatness orders, more processing strength and memory. And these large iron solutions do not leave. Remember that the light deepseek system is possible only because it can knock on the jobs that have already been done with beef solutions.
Thus, Micron’s shares have fallen along with the AI accelerator designer Nvidia(NASDAQ: NVDA) When Deepseek hit the global stage in January. In fact, the shares of Micron were deeper than Nvdia. And stocks were arguably underestimated until Deepseek Discount:
Today, shares change their hands only 9 times before income estimates, according to Finviz. These assessments make up about 50% more optimistic than the current level of earnings, against which micro trading is multiple. In view of this Management expects “Significant income protocol” and much better profissivity in justice in 2025, which seems to be a reasonable assumption.
Sales increased by 84% year, while the bottom line revolved from a strong loss to a strong net profit. Micron is on track to increase strong growth in 2025, and the stock price does not yet reflect this infectious reality.
Intel is a different story. The semiconductor veteran passes many changes, loses the market share of long-term competitors NVIDIA and Advanced micro devices(NASDAQ. AMD)եւ եւ Driving in a valuable strategy under the management team. That’s a lot, even for world-class innovators with deep pockets.
But Intel’s situation is less than its stock table offers. Intel’s shares are just trading above the book value, the evaluation was usually reserved for bankruptcy companies. But Intel is nothing of the species. It remains the leading market producer of the server and computer system processors, not to talk to its esteemed Gaudi line of AI accelerators. And in the next four to five years, the shift of his strategy should lead to a business of making global class chip, which is mainly on American land.
It’s a promising position. Taiwanese semiconductor production(NYSE: TSM) Today is the world leader in that industry. Its shares are estimated at almost 8 times the value of his huge book. I’m not saying that Intel will meet this assessment coefficient in a few years, but it certainly deserves a higher rate than the ratio of the transaction-bin ratio.
Yes, many things need to go right, because Intel is studying a lot of other strategies. Most of the future success of the company depends on the correct CEO for the turning point for the continued sharp strategy. This is said that the legend of Intel’s caliber industry should not have problems finding high-level management talent. Who wouldn’t want to know as a leader around Lim Luck and created a unique American chip factory?
So Intel is a risky bet but I’m glad I’m cooking in this rock-bottom stock price. In fact, I bought more Intel shares a few weeks ago and I’m still interested in catching a few more.
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Anders Bekund Has positions in Intel, in Micron Technology and NVIDIA. Motley Fool has positions and progresses advanced micro devices, Intel, Nvidia and Taiwan. MOTLEY FOOL offers the following options: Short February 2025 $ 27 calls to Intel. Motley Fool has Discovery Policy:A number
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