Intel position recovered after initial decline

Written on Intel 100: I recommend the GF Securities Electronics Group. When overseas platforms started calling for CPU vs GPU 1:1 parity in March, GF Securities researcher Wang Liang had already reached this conclusion in January. However, he wasn't as fast as my husband who works in AI Infra. He told me in the second half of last year that after memory, CPUs would soon face performance issues as well. Unfortunately, Intel started dropping right after I bought it, trapping me by over ten points. I once thought he was going to harm me like Chainlink, but fortunately Intel eventually recovered. Otherwise, another black mark would have been added to his investment advice history. There is a very asynchronous progress in the feedback chain between frontline practitioners, industry researchers, and market feedback. GF Securities' team is among the better quality ones I've seen domestically.