🔥 Intel's Collapse | ARK Invest Big Tech Predictions That Are Coming True NOW

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🔥 Last year, #ARKInvest predicted that #Intel (INTC) would start losing server CPU market share at roughly 10% per year. 1 year later, @ARKInvest2015's predictions about big #TechStocks are dead on. Let's talk about the companies that are killing intel: Apple, AMD, NVidia, Microsoft, and more.

Stocks mentioned in this video: #AAPL, #AMD, #AMZN, #MSFT, #NVDA

ARK Invest's Thematic Funds:

I am not a financial advisor or affiliated with ARK Invest in any way.

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It seems the majority of people sit on something inconsequential on their phone pissing away a couple of hours that I'm sure they could use to work on things they need to or read a book and obtain new knowledge.
We have to evolve, we have to grow, we have to change to break from our current patterns and achieve new levels.

edithwovisike
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Glad to see you posting videos again. I’m a big fan of your work. Thank you for decimating Arks content easily to understand

frankzamora
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successful people don't become that way overnight, what most people see at a glance wealth, a great career, purpose is the result of hard work and hustle over time. I pray anyone who reads this will be successful in life

mor-gan
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Intel is not done yet, they can acquire a smaller ARM company, and they also have a lot invested in R&D, with their investments in autonomous vehicles through their MobilEye technology, and with the new CEO now, I don't think they will be out of the way even if they do lose some market share in the short term.

mahernajjar
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I was long INTC but this article changed my mind on my bull thesis. Great argument!

zoltan
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I have more Ark than Intel, but I still think Intel has some value. If Intel falls to Arm, so will AMD. And Intel has production capacity outside of TSMC. So maybe I am wishful thinking - but once China goes after Taiwan (this TSMC), we might wish Intel survived even without investment sense.

wolflarson
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They grew revenue by 8% last year and the industry as a whole is booming in fine with it probably pick some intel up around $50. Enjoyed the video though you do good work and I genuinely like to hear arguments against my investments. This is way more informative content though than most people on YouTube go into. Well done

joejonas
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Excellent report! I see Intel's decline. Favor Nvidia and AMD. Love the new format bringing companies to the technology. Will be interesting to watch Intel pivot now that it brought on a new CEO. They must see the changing landscape....they clearly are not dumb. Just interested to see how quickly they can innovate and get back on track. (if they can it would be a good buying opportunity).

paulwagner
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I own a computer shop, I will tell you this from on the street were most of their products are sold. We do custom-build, repairs, upgrades and even have 2 local server farm contracts. In the last several months all we seem to sell is AMD builds and products. In fact, we are having a very hard time even selling Intel builds or products. No one wants them! They want AMD! We have even stopped adding to our stock of Intel CPU's. We Keep enough around to make repairs, but that's it. When the server farms have servers that come to the end of life or are deprecated out we have been seeing that they are replacing them with AMD Epic servers. And in mass numbers. So common sense on the street tells me that as soon as the world gets this worldwide chip shortage under control, and they will, it has happened before, AMD is going to go over $100 easy and I bet much more.

excalibersc
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Predicting the demise of Intel and its x86 architecture is not new: It's been happening since I can remember and probably will keep happening in the future. Intel superior micro architecture coupled with its vertical integration by owning its own fab will prove to be a crucial factor in the next few years to come.

basembarakat
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Good presentation & logic supporting position. I'm coming back for more. Good job & keep it up.

josedelacuadra
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Wow, man. Nice video. A lot of preparation went into this one. Thanks a lot.

JL-qocs
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Another excellent exposition! Idea: when highlighting text, use yellow or orange, not dark red and purple. The latter actually make the black text underneath harder to read.

tnewcomb
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Wanted to drop a comment as well as the like. Well deserved. Love this format and your details. Thanks for putting in the work to make this clean and easy. I know it's harder when getting it into a format to convey to others so very much appreciated!

kylebudke
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Great format and very digestible. Appreciate you guiding and linking the dots between various information points to create bit-sized knowledge that we can consider when evaluating the market. Thank YOU ;)

kwokfungchan
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new set looks awesome. The center shape immediately behind you is somewhat distracting because it doesn't want to line up. Great content as always.

dr.alexchang
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Great videos! Channel needs much more views!

SzukamStylu
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Great content and I like the new format a lot

DanieleXY
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man Ive been loading as much as I can on AMD shares in these low 70's the fundamentals are sound the price action is tough but were moving forward with the long term

thedearhunter
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Excellent format, Alex.
A good topic for a next vlog would be to have a look into silicon photonics, as this will strongly influence the semiconductor industry in the next decades. Speed of data flow and energy consumption will have to improve!

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