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6 days agoI agree that Intel is overvalued. My point is that you need to zoom out to get a better picture. And a stock that’s up 200% over 2 years is doing really well. It’s funny because your point about percentages was reflected this morning, Intel has slid another 6% so now it’s only up 175% over the past 2 years.
I agree with this take. Lots of uncertainty because LLMs are rubbish at probably solving (which is a human’s strength). LLMs don’t have a semantic understanding of the problem they’ve been tasked with solving.
tl;dr LLMs are useful tool but not software engineers.