Dell, Samsung, and the AI Infrastructure Play Everyone's Ignoring While INTC Steals the Headlines
While Intel hogs the ticker tape, Citi's Heath Terry quietly drops a $2.1 trillion AI infrastructure forecast and the market shrugs
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| DELL Dell Technologies Inc. | buy | $221.74 | — | — | — |
| INTC INTEL CORP | hold | $113.35 | — | — | — |
| AMZN AMAZON COM INC | buy | $272.65 | — | — | — |
| GOOGL Alphabet Inc. | buy | $394.73 | — | — | — |
| MSFT MICROSOFT CORP | hold | $409.69 | — | — | — |
| AMD ADVANCED MICRO DEVICES INC | buy | $414.00 | — | — | — |
| SMCI Super Micro Computer, Inc. | hold | $32.85 | — | — | — |
| BLK BlackRock, Inc. | buy | $1050.01 | — | — | — |
Everyone's gawking at $INTC's 13% pop on Apple foundry chatter, but Citi's Heath Terry just buried the real thesis in a Bloomberg Surveillance segment: $710 billion in AI infrastructure is being built in 2025 alone, scaling to $2.1 trillion by 2030. That's not a trade. That's a geological event. And the picks-and-shovels play is wide open.
Fundstrat's Mark Newton flagged $DELL forming a textbook reverse head-and-shoulders breakout — the kind of chart that makes technical analysts actually smile in public. Meanwhile, Cramer's Mad Money segment called out Amazon and Alphabet as the two publicly-traded 'winners' of the data center race, while BlackRock's Rick Rieder warned the bond market is quietly screaming under $520B in weekly Treasury supply that equity bros are completely ignoring.
The AI bull case is real — today's leaders are actually profitable, unlike 1999's dot-com ghosts — but if you're only watching chip stocks, you're reading the menu and missing the meal.