Intel Stock Analysis: is it better than AMD and NVDA in 2020?

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Is Intel stock (INTC) as good as its competition, AMD and NVDA?

Intel Corp is one of the world's largest chipmakers. It reported better-than-expected first-quarter last week. But probably was because of the Coronavirus lockdown, which has created a surge in screen time and gaming.

Intel Corp said last week that data-center sales surged by 43% in its first quarter and that this was driven by demand for its computer-processing units. If you’ve known me for a while, you probably know that I’ve been very big on chip makers in my investment portfolio, but Intel has actually not been among my top long-term picks for a while.

It’s competitors, AMD and NVDA, have made us a lot more profit than Intel stock. Today, I’m going to take a look at the Intel stock from the 5 points of my signature invest diva diamond analysis. First a bit on the Fundamentals especially in comparison to its biggest competitors: AMD and Nvidia. AMD and Intel both make CPUs, and NVDA focuses on GPUs (graphics processing units). Intel is also trying once again to compete in the graphics cards sector as well and has just released its new version of its Intel Graphics DCH drivers.

AMD has really been able to pick up their businesses, they created killer CPUs that are doing really well for consumers and for businesses, in data centers and other places. AMD also makes GPUs and they're competitive to Nvidia. Nvidia is optimized to do AI training so they got a big push in AI. They've got a software stack that goes along with it. It's really, really good for AI applications.

So they've been doing really well. AMD GPUs haven't been doing as well. If AMD is able to improve its GPUs they could get a really good push in terms of market share. Now the thing that really sets these companies aside from a financial point of view is market cap and R&D funds. Where Intel is significantly larger than both AMD and NVDA.

They been acquiring new companies and are making some progress in GPUs. But the thing that I personally have a problem with when it comes to Intel's fundamentals, is its CEO, Bob Swan, is a former CFO. Chief Financial Officers by nature are very financially driven and they don’t really understand the technology, and might stand in the way of Intel really making progress in creating good quality GPUs and CPUs that can completely outperform AMD and NVDA. In the remainder of this video, I take a look at it from a technical point of view.