Though up a solid 36% year to date, Intel (INTC) has been seen by the market, and consumers, as a laggard vs. rivals AMD (AMD) and Nvidia (NVDA), which have seen their stocks shoot up by 77% and 227% respectively.

But markets are always in flux… and at LikeFolio, we’re starting to see signs that things are beginning to shift in Intel’s favor…

Artificial Intelligence is an absolute rocket ship

Mentions of Artificial Intelligence (A.I.) are absolutely booming. While it’s common to see this kind of “hockey stick chart” in a startup’s pitch deck, it’s pretty rare to see it actually play out in real life:

Nvdia dominates the discussion

When it comes to the chip-makers getting the attention of the public, Nvidia is taking the lion’s share:

You can see this outsized attention translate to NVDA stock, which is up an incredible 227% since the beginning of 2023.

But it’s Intel with the happiest customers…

LikeFolio data reveals that Intel has the highest consumer happiness level of the three major players by a considerable margin…

…and Intel is starting to catch up with its rival in overall demand

Over the past 90 days, we’ve seen a shift in consumer demand mentions, as demand for Intel chips surges and Nvidia begins to lag…

Bottom Line: Don’t count out Intel

The “hot stock” of today doesn’t always remain the hot stock of tomorrow. Often times, all it takes to shift fortunes is a small change in momentum.

It’s too early to say for sure, but we’re staring to see some early signs that NVDA’s massive outperformance of INTC in 2023 could be ready to reverse.