Intel's long-term story is ‘still intact', says T. Rowe Price's Tony Wang

分组1: Memory Prices and Consumer Electronics - Memory prices are significantly impacting consumer electronics, with memory costs accounting for approximately 20% of the bill of materials [2][3] - If memory prices double, it could lead to increased pricing and reduced demand for consumer electronics [3] 分组2: Intel's Supply Constraints - Intel has lowered its guidance for the upcoming quarter due to reported supply constraints, indicating a bottleneck in the supply chain [3] - The demand for Intel's products is not the issue; rather, it is the supply and execution that are causing challenges [4] 分组3: Meta's Strategic Position - Meta is undergoing a strategic shift, particularly in its investments in AI and the metaverse, which may amplify financial results [6][7] - The engagement on Meta's platform, particularly with Threads surpassing X, indicates a strong network effect and user attention [8]