Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

NVIDIA Becomes The Latest To Back Intel's GoFundMe Appeal

NVIDIA'S Genius Partnership With OpenAI May Be About More Than You Think

Intel: Money Only Solves Half the Problem. The 1:1 Domestic-To-Import Ratio Not a Clear Positive

Intel (INTC.US): Who Will Adopt Intel’s 14A Technology?

Synopsys Crashes On "Major Foundry Challenges". Intel, What Have You Done?

Intel CFO @ Citi’s 2025 Global TMT Conference: "We Will Use TSMC Forever"

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Equity Bottom-Up

<ul>
<li>Nvidia takes a $5B stake in Intel and will co-develop custom x86 CPUs for data centers and RTX-integrated SoCs for PCs.</li>
<li>The phrasing of “fusion of two world-class platforms” signals ambitions beyond just product collaboration. </li>
<li>Intel shares surged +30% on the news, while AMD and Arm slumped; toolmakers like ASML and Synopsys rallied on expectations of fresh CapEx.</li>
</ul>


Nvidia takes a $5B stake in Intel and will co-develop custom x86 CPUs for data centers and RTX-integrated SoCs for PCs.
The phrasing of “fusion of two world-class platforms” signals ambitions beyond just product collaboration. 
Intel shares surged +30% on the news, while AMD and Arm slumped; toolmakers like ASML and Synopsys rallied on expectations of fresh CapEx.


TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM US)

TSMC (Taiwan Semiconductor Manufacturing) - ADR

What Is the Real Prize in Nvidia’s $5B Intel Bet?

Intel Corp

What Is the Real Prize in Nvidia’s $5B Intel Bet?