😨 ARK Invest's Big Ideas includes 'Re-inventing the Data Center', where Cathie Wood states Intel (INTC stock) has lost its way. Let's talk about Apple (AAPL stock), Nvidia (NVDA stock), and Advanced Micro Devices (AMD stock), the 3 companies disrupting Intel's x86 processors by making their own ARM-based chips, and why Intel stock could be a massive value trap.

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Sources & Further Reading:
ARK Invest's Big Ideas 2021
https://ark-invest.com/big-ideas-2021/

Apple: A New Era For The PC (Seeking Alpha): https://seekingalpha.com/article/4420499-apple-new-era-for-pc

Cost Analysis - An x86 Massacre: https://www.anandtech.com/show/15578/cloud-clash-amazon-graviton2-arm-against-intel-and-amd/9

Apple M1 chip specs, release date, and how it compares to Intel: https://www.tomsguide.com/news/apple-m1-chip-everything-you-need-to-know-about-apple-silicon-macs

Apple takes TSMC's whole 3nm production capacity for Mac, iPhone, iPad: https://appleinsider.com/articles/20/12/22/apple-takes-tsmcs-whole-3nm-production-capacity-for-mac-iphone-ipad

Increasing in Share of Developers, Apple and Amazon Could Topple Intel’s x86 Empire (ARK Invest): https://ark-invest.com/articles/analyst-research/developers/

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

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