As Nvidia (NVDA) launches a new laptop that competes with Intel (INTC), LikeFolio's Megan Brantley still sees bullish consumer demand for the legacy tech company. Her firm's data shows a strong uptick in consumer sentiment that largely correlates with Intel's stock price. Megan notes one bearish point in sentiment with growing concerns on AI debt financing, though more foundry deals for Intel are something she sees pushing those concerns away.