In today’s briefing:
- Intel’s Data Centre Meltdown
- EQD | VIX Index WEEKLY Suggests Upcoming Increase in Volatility
Intel’s Data Centre Meltdown
- Year to date, Intel’s data center revenues are down 28% YoY.
- By comparison, AMD’s year-to-date revenues are down just 6% YoY
- Why is AMD performing so much better than Intel in the data center and will their market share growth continue?
EQD | VIX Index WEEKLY Suggests Upcoming Increase in Volatility
- The VIX INDEX is currently OVERSOLD from a time perspective, but not yet from a price perspective: if it falls <13, there is a high probability it will reverse up.
- A spike in the VIX will correspond to a drawdown in equities, globally. The MRM model indicates a 1-2 weeks duration for the event, price targets between 16 and 18.
- After the spike, the VIX could start to fall again, so this upcoming volatility spike should be a brief, short-lived event.
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