Best of the Week
Most Popular
1. Stock Markets and the History Chart of the End of the World (With Presidential Cycles) - 28th Aug 20
2.Google, Apple, Amazon, Facebook... AI Tech Stocks Buying Levels and Valuations Q3 2020 - 31st Aug 20
3.The Inflation Mega-trend is Going Hyper! - 11th Sep 20
4.Is this the End of Capitalism? - 13th Sep 20
5.What's Driving Gold, Silver and What's Next? - 3rd Sep 20
6.QE4EVER! - 9th Sep 20
7.Gold Price Trend Forecast Analysis - Part1 - 7th Sep 20
8.The Fed May “Cause” The Next Stock Market Crash - 3rd Sep 20
9.Bitcoin Price Crash - You Will be Suprised What Happens Next - 7th Sep 20
10.NVIDIA Stock Price Soars on RTX 3000 Cornering the GPU Market for next 2 years! - 3rd Sep 20
Last 7 days
The AI Stocks Megatrend Big Picture - 8th Mar 21
The Future of FINRA, Regulatory Defense and Bad Stockbrokers - 8th Mar 21
Almost Everyone Is Online: But Most of the Money Isn’t - 8th Mar 21
It is Time for Stock Market Investor Caution? - 8th Mar 21
Gold Predictive Modeling Suggests A New Rally Targeting $2300+, But When Will it Start? - 8th Mar 21
Gold: Crisis or Opportunity? - 8th Mar 21
US Bitter Cold Snap is a sign of the times - 8th Mar 21
How Scan Computers Builds Your Custom Built PC - Scan.co.uk Review (2) - 8th Mar 21
US Economy, GDP, Unemployment, Inflation Impact on House Prices Trend 2021 - 8th Mar 21
BACK TO SCHOOL - UK Coronavirus Lockdown Ending - Summer Holidays & Booming Economy Ahead - 8th Mar 21
So, Where Is Gold's Corrective Upswing? - 7th Mar 21
US Treasury Yields Rally May Trigger Stock Market Crazy Ivan Event - 7th Mar 21
The Great Reset Is Coming for the Currency - 7th Mar 21
Gold Continues Declines on Bond Yield Jitters - 7th Mar 21
The Case for Inflation - 7th Mar 21
Dow Short-term Stock Market Trend Analysis - 6th Mar 21
Intel Rocket Lake EXPLODE on Launch - 11th Gen CPU's RUN VERY HOT Bad Cinebench R20 Scores - 6th Mar 21
US & UK Head for Post Coronavirus Pandemic Lockdown Inflationary Economic BOOM - 6th Mar 21
FED Balance Sheet Current State - 5th Mar 21
The Global Vaccine Race Against Time and Variants - 5th Mar 21
US Treasury Yields Rally May Trigger A Crazy Ivan Event (Again) In Stock Market - 5th Mar 21
After Gold’s Slide, What Happens to Miners? - 5th Mar 21
Racism Pandemic Why UK Black and Asians NOT Getting Vaccinated - NHS Covid-19 BAME - 5th Mar 21
Get Ready for Inflation Mega-trend to Surge 2021 - 4th Mar 21
Stocks, Gold – Rebound or Dead Cat Bounce? - 4th Mar 21
The Top Technologies That Are Transforming the Casino Industry - 4th Mar 21
How to Get RICH Crypto Mining Bitcoin, Ethereum With NiceHash - 4th Mar 21
Coronavirus Pandemic Vaccines Indicator Current State - 3rd Mar 21
AI Tech Stocks Investing 2021 Buy Ratings, Levels and Valuations Explained - 3rd Mar 21
Stock Market Bull Trend in Jeopardy - 3rd Mar 21
New Global Reserve Currency? - 3rd Mar 21
Gold To Monetary Base Ratio Says No Hyperinflation - 3rd Mar 21
US Fed Grilled about Its Unsound Currency, Digital Currency Schemes - 3rd Mar 21
The Case Against Inflation - 3rd Mar 21
How to Start Crypto Mining Bitcoins, Ethereum with Your Desktop PC, Laptop with NiceHash - 3rd Mar 21
AI Tech Stocks Investing Portfolio Buying Levels and Valuations 2021 Explained - 2nd Mar 21
There’s A “Chip” Shortage: And TSMC Holds All The Cards - 2nd Mar 21
Why now might be a good time to buy gold and gold juniors - 2nd Mar 21
Silver Is Close To Something Big - 2nd Mar 21
Bitcoin: Let's Put 2 Heart-Pounding Price Drops into Perspective - 2nd Mar 21
Gold Stocks Spring Rally 2021 - 2nd Mar 21
US Housing Market Trend Forecast 2021 - 2nd Mar 21
Covid-19 Vaccinations US House Prices Trend Indicator 2021 - 2nd Mar 21
How blockchain technology will change the online casino - 2nd Mar 21
How Much PC RAM Memory is Good in 2021, 16gb, 32gb or 64gb? - 2nd Mar 21
US Housing Market House Prices Momentum Analysis - 26th Feb 21
FOMC Minutes Disappoint Gold Bulls - 26th Feb 21
Kiss of Life for Gold - 26th Feb 21
Congress May Increase The Moral Hazard Building In The Stock Market - 26th Feb 21
The “Oil Of The Future” Is Set To Soar In 2021 - 26th Feb 21

Market Oracle FREE Newsletter

FIRST ACCESS to Nadeem Walayat’s Analysis and Trend Forecasts

Intel Empire Fights Back with Rocket and Alder Lake!

Companies / AI Jan 24, 2021 - 04:08 PM GMT

By: Nadeem_Walayat

Companies

Leaked benchmarks on the performance of Intel's 11th Gen rocket lake processors due to make an appears as early as March 2020 suggest that the Intel's slide into CPU market oblivion could soon be halted on at least core basis (especially important for gaming) that deliver a 30% leap over their 10th Gen processors. And even more importantly Intel BEATS AMD's BEST processor even when overclocked, the 5950x running at 4.9ghz by about 3%! Which IS what Intel should have done with it's 10th Gen processors! Still it looks like the Intel has finally read the writing on the wall and plowed a large chunk of it's cash mountain into trying to compete against AMD, though STILL stuck on the 14nm node!


However now Intel can compete against AMD Zen 3 processors on single core performance and against AMD mid-range CPUs on multi-core i.e. the 5800x. Which means Intel has given up on trying to compete against AMD at the higher end of the market i.e. against the 5900x and 5950x, where Intel hopes to offer some competition early 2022 when 10nm 16 core Alder lake processors are expected to make an appearance, though given Intel's track record they could be delayed AGAIN, after all Intel 10nm processors were first supposed to have made an appearance during 2019!

Anyway there is a glimmer of hope that Intel is starting to turn the corner and likewise the In tel stock price should rise in advance of expected Q1 good news. IF the leaked benchmarks turn out t be true.

And of course no matter how good the single core performance is, 8 core CPUs are no match for AMD's 12 core and 16 core processors in multi-core performance. So rocket lake buys Intel only a few months, with a lot of work remaining to be done in terms of Intel moving to the 10nm and then 7nm node process so as to allow for more cores. Unfortunately for Intel, AMD is working on it's Zen 4 5nm architecture that will likely make it's appearance Mid 2022 that once more looks set to obliterate the competition, which means Intel really needs to use 2021 to innovate else face the return to fast trending towards CPU market oblivion.

In a sign of who is winning the CPU wars, what would I buy today ? Rocket lake or Ryzen 5000?

It would still have be AMD given the 5950x multi-core performance, as Intel's single core advantage of about 8% is nowhere near enough to counter the 35% advantage in multi-core performance of the 5950x . Still Intel is showing that it is not quite dead yet. Now lets see Intel soon move to 10nm and then 7nm by Mid 2022 with Alder Lake, else Zen 4 will crush Intel like a bug AGAIN.

Meanwhile Nvidia is launching many more variants of it;s market conquering RTX 3000 series of GPU's including at least 3 mobile variants in attempts at seeing off the competition from AMD's 6000 series GPU's. Though given continuing extremely high demand then both Nvidia and AMD still continue to sell as many GPU's as they can physically produce. That and prices they tend to sell for continue to be well above MSRP. For instance in the UK a regular RTX 3080 will cost over £700! That's OVER $930! Whilst the more premium 3080's ship for over £900 / $1200!

(Charts courtesy of stockcharts.com)

So all those who failed to hit the buy button on Nvidia or AMD or just failed to heed my warnings of not selling out of with a view to buying back later will have to bite the bullet and buy at a high price because as things stand the prices look set get yet higher!

Microsoft

Microsoft has seen what Apple has done with it's M1 processors and so is now also set to embark down the road of producing it's own Arm based SOC's, which does not bode well for Intel or AMD, but the consequences of which are several years down the road and even then likely to be focused on Microsoft surface books as unlike Apple, Microsoft does not have any presence in the desktop hardware market. Nevertheless the market can expect Microsoft to try and replicate what Apple has done to some degree over the coming years which will be good news in the long-run for Microsoft investors.

Bottom line is the the AI tech mega-trend continues to rage and there are signs of life in Intel, so what you waiting for ? BUY INTEL! IT's CHEAP!

AI Stocks at End of 2020

Someone lit the fuse wire under Samsung, up 25% in just over a month! Gains down to surging demand for Memory and Nvidia GPU's. With similar performance from TSMC as they ceased discounting chip orders from Nvidia and AMD due to unprecedented demand for their services. In fact virtually all of the AI tech giants soared higher into the end of 2020.

I will update the buying levels for 2021 Q1 following a stock market trend forecast. But as things stand I am locked and loaded to buy more AI stocks on any Q1 sell off.

This article is an excerpt form the latest extensive indepth analysis that concludes in a detailed trend forecast for US house prices.

US Housing Market Trend Forecast 2021, AI Stocks and Coronavirus Pandemic Finale Catastrophe

  • UK Coronavirus Catastrophe at Start of 2021
  • US Coronavirus Catastrophe at Start of 2021
  • US House Prices Trend Forecast Review
  • The Inflation Mega-trend QE4EVER
  • US House Prices Trend Forecast 2021
  • General Artificial Intelligence Was BORN in 2020!
  • How AI will come to rule the world
  • Intel Fights Back!
  • AI Stocks at Start of 2021

The whole of which was first been made available to Patrons who support my work so immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $3 per month. https://www.patreon.com/Nadeem_Walayat.

Analysis Schedule :

My analysis schedule for the rest of January and into Mid February to include:

  • UK house prices trend forecast
  • Stock market trend forecast for 2021
  • AI stocks buying levels update
  • Bitcoin price trend forecast
  • US Dollar and British Pound analysis

* UK Housing Market Trend Forecast 2021

Will the UK follow the US inflationary lead or has Brexit and Covid combined to press the pause button on the UK housing bull market for 2021?

* Stock Market Trend Forecast 2021

In respect of which how did my forecast at the start of the year for 2020 fair?

31st Dec 2019 - Stock Market Trend Forecast Outlook for 2020

Dow Stock Market 2020 Outlook Forecast Conclusion

Therefore my forecast conclusion is for the Dow to target a trend to between 30,750 and 31,000 by the end of 2020. For a likely gain of 8% to 9% for the year (on the last close of 28,642).

My series of 2020 stock market analysis will seek to map out multi-month detailed trend forecasts as was the case for 2019. With the first to be completed during January, going into which my expectations are for a correction early 2020. Which given my bullish outlook implies should prove to be a buying opportunity.

Here is how the Dow trended during 2020 and where it ended the year.

* AI Stocks Buying Levels for Q1 2021

If possible before the end of January 2021, if not early February.

* Bitcoin trend forecast 2021

Last two updates forecast conclusions -

17th Sept 2019 Bitcoin Price Analysis and Trend Forecast

Forecast Conclusion

Therefore my forecast conclusion is for the Bitcoin price to hold support at $9,400 in preparations for an assault on $12k, a break of which would target a break of $14k. However if support at $9.4k fails than Bitcoin could trade down as low as $6k BEFORE heading higher.

31st March 2020 - Coronavirus Parabolic Pandemic, Bitcoin Price Trend Forecast

Forecast Conclusion

My forecast conclusion is for the Bitcoin price to mark time by trading down to as low as $7,500 before basing for a run higher to resistance of $10,500 that 'should' break to propel the Bitcoin price towards the next resistance level of $12,000. Thus the bitcoin price could drift lower for the next couple of months or so before resuming a bullish trend as illustrated by this chart.

Your analyst wishing all my Patrons a happy and prosperous covid free 2021

And ensure you are subscribed to my ALWAYS FREE newsletter for my next in-depth analysis.

Nadeem Walayat

http://www.marketoracle.co.uk

Copyright © 2005-2020 Marketoracle.co.uk (Market Oracle Ltd). All rights reserved.

Nadeem Walayat has over 30 years experience of trading derivatives, portfolio management and analysing the financial markets, including one of few who both anticipated and Beat the 1987 Crash. Nadeem's forward looking analysis focuses on UK inflation, economy, interest rates and housing market. He is the author of five ebook's in the The Inflation Mega-Trend and Stocks Stealth Bull Market series that can be downloaded for Free.

Housing Markets Forecast 2014-2018The Stocks Stealth Bull Market 2013 and Beyond EbookThe Stocks Stealth Bull Market Update 2011 EbookThe Interest Rate Mega-Trend EbookThe Inflation Mega-trend Ebook

Nadeem is the Editor of The Market Oracle, a FREE Daily Financial Markets Analysis & Forecasting online publication that presents in-depth analysis from over 1000 experienced analysts on a range of views of the probable direction of the financial markets, thus enabling our readers to arrive at an informed opinion on future market direction. http://www.marketoracle.co.uk

Disclaimer: The above is a matter of opinion provided for general information purposes only and is not intended as investment advice. Information and analysis above are derived from sources and utilising methods believed to be reliable, but we cannot accept responsibility for any trading losses you may incur as a result of this analysis. Individuals should consult with their personal financial advisors before engaging in any trading activities.

Nadeem Walayat Archive

© 2005-2019 http://www.MarketOracle.co.uk - The Market Oracle is a FREE Daily Financial Markets Analysis & Forecasting online publication.


Post Comment

Only logged in users are allowed to post comments. Register/ Log in

6 Critical Money Making Rules