Disruption Targets Intel

While there are many interesting companies earnings to discuss, and we will hopefully get to all of them, Intel’s stood out to me the most. It is no secret my concern for Intel has been growing, but I remained cautiously optimistic up until this point. On the surface, most everything looks great. They just hired one of the best chip designers in the world in Jim Keller, who came from Tesla, but before that was responsible for amazing work at AMD. Intel also hired Raja Koduri who is one of the leading engineers in graphics design and worked with Jim at AMD as the head of Radeon’s engineering team. These two are rockstars in the silicon industry on every level.