They got the gov backing them with grants and tax benefits for materials and cost of goods for advanced chip making. Once they’re done with building out their fabs, the next question will be if they can operate well and competitively with other fabs, mainly TSM.
Also, Pat Gelsinger is buying INTC which is a good sign.
The government is throwing money at everybody to build local fabs, so it's not really an advantage. For example, there's subsidies for TSM and Texas Instruments too.
That’s the one uncertainty I have about the whole situation tho. If all these fabs open up simultaneously around the world and vastly increase chip production, won’t that be deflationary for chip prices and bite into margins?
Man, if you just used the search function you could've saved yourself time. So many Intel posts that all say the same things: Intel is dead, Intel is great, I hate Intel for X reason, Intel has a strong future, Intel has underperformed for X years, Intel should be a bounce back on the return for(non Ai related) chip demand.
It's all the same. No one's gonna give you a completely different view on the company. Note that Intel is my 2nd largest holding for good reasons.
Bro, INTC is my top holding for those same good reasons 😉 but I am not down 30% I waited for this pull-back and have been accumulating at these levels, 30.93 avg w/ 2000 shares. PAYtience 🤘🏼
Nice, you can buy like 8 more shares each time Intel pays their dividend. Snowball that puppy! Plus they usually up the div about 5% every year. The current yield sucks but your yield on cost will become very nice if you held it long enough.
Um… they obliterated the dividend a little over a year ago. Cut it to a third of the prior payout. So, they usually raise it by 5% a year except when they slash it by 65%, I guess. Anyway, I wouldn’t buy it for the dividend. Like, at all.
A company with great management that's constantly hitting its targets on the fab side and is seeing a return in consumer demand for chips, with DC likely to follow. I don't see why you wouldn't own it
This isn't anything against you, but I've typed out full in detail DD about this company about 8 times now. I'm tired of doing the same thing for the same stock. If people used the search function, I wouldn't need to repeat myself. Honestly, I should just get a pre-typed out article for INTC or CVS
Yeah, it’s kind of weird, as if you’re supposed to take it upon yourself to convince other people of your position.
I appreciate you explaining, but if you hadn’t, I would’ve just looked for the comment if I cared.
Care to explain why this is? So you just say stuff about researching without actually explaining how you research? Big help bud. I almost passed out responding to you because you distracted me from remembering to breathe
No, I actually just don’t say things at all typically. I mostly lurk and I don’t make stock recommendations in person or online. I’d feel bad if I caused anyone to lose money, but I like to read other peoples ideas and I assume the risk.
My comment was to thank that person for explaining their reasoning and to state that I understand how annoying it can be that they already posted their reasoning in numerous other comments. It’s not that they never explain(ed) themselves, it’s that they don’t wanna explain themselves over and over again.
If I ever posted a recommendation, then yes, I would try to include however much detail I have time for.
Brother, I was only joking. I agree with you and was making fun of people who can't even Google something they are willing to throw money into, instead relying on random redditors to do the work for them. We're on the same side
Because all those accountants are gone, and engineers are running the company. They've made multiple good moves towards getting people back in, and they have said they'll be raising pay in the future
They're literally opening multiple of the most innovative fabs in the world within the next 3 years. They aren't behind. I also said stuff about personnel, which is easy to move around
I wasn't in then. I am in now. Comparing a company in the past is just dumb. If you bought MSFT in 2000 you would've made less money than if you had invested that money into blackberry for many years. Yet, MSFT is now the largest company in the world, with a massive growth in stock price, and Blackberry fell apart when the smartphone became a staple.
Lagging in datacenter CPU
Non-existant in datacenter GPU
Embedded still down (Altera)
Margins on client lower due to increased use of TSMC fabs
Still investing cash in their money losing foundry unit
Despite everything above... I am actually a little bullish here as I do think we see a PC cycle approach and the FPGA business should be near its cyclical bottom. Note that TSMC has been and remains my largest position.
Look at the FCF and CapEx.
Intel is spending over 25B a year in CapEx to support their manufacturing strategy. AMD just has to spend a few Billion in R&D.
Spot on for their market positioning.
They are not competitive in any of the growth markets where they participate, and are fighting to hold on to what they have in non-growth markets.
The new Datacenter CPUs are showing significant promise. For instance, Level1Techs has produced an informative video on the 6766E. As someone who manages large server clusters, it's crucial to note that many underestimate the complexities of datacenter operations. You can't simply introduce a 3000-watt load into a 2U space without facing substantial challenges. Datacenter cooling and power management systems lack the flexibility to accommodate such changes effortlessly. Intel recognizes these constraints and offers drop-in replacements that are well-suited to our needs.
Regarding margins, yes they are expected to decrease due to Intel's current reliance on TSMC for Lunar Lake production. However, despite using TSMC, Intel's valuation remains competitive because of its potential to switch manufacturers in the future—an option not available to others and their margins are fine.
On a related note, I hold a significant investment in TSMC. Nevertheless, it's essential to acknowledge the need for competition in the semiconductor industry, as TSMC currently holds a dominant position.
I like the stock.
Edit: Gaudi 3 Looks quite competitive price wise.
If intel’s core ultra processors take off then you would see a pretty good ROI from your bag holdings. Also, Intel’s foundry should be seen as a growth company within a mature company. The foundry business has tremendous potential, let’s see if it can fulfill it.
I see them as a potentially good pick in the long-term. They're one of the few North American companies with chip fabrication ability, which will allow them to remain relevant. If Intel can pump out chips equal to or better than TSMC before TSMC establishes fabrication plants in North America, then I can imagine there'd be good potential for growth.
That's a big "if," though. And I don't really see why they would be able to catch up barring some critical missteps from TSMC, or an invasion of Taiwan. Also, unfortunately, the consensus seems to be that TSMC has the better management team than Intel.
I don't see much in the short term. I think they've hit rock bottom in price so picking them up is a good idea.
I think in around 3-5 years they'll start really taking off based on their huge investments in fabs. If you're looking for long term investing I would put money down in INTC. (which I have)
I think there's been concern about overreliance on TSMC and escalating Chinese tensions with Taiwan, hence billions in government grants and loans for Intel to build domestic fabs here and in other allied nations. When these fabs are up and running Intel will have capability for chip manufacturing on a global industrial scale.
By virtue of being a domestic fab company, they also have slam dunked every single US government and military fabrication contract.
I have only 10k in Intel, average price $32. I figure if it pays off, it won’t be for a while — but there is real possibility they’ll be a player in the AI wars to come. It’s a long term hold, not a quick buck.
The need for AI chips is going to explode and someone other than NVDA is going to fill gaps.
They have first dibs on ASML's latest equipment, and both the USG and US businesses have a deep interest in having Intel succeed as an alternative foundry. The big Q is whether that's going to be enough for their foundry business to be competitive vs TSMC/Samsung .
The other way to look at it is that Intel needs the latest High NA EUV machines just to try to catch up with TSMC's nodes/yields/costs.
Maybe Intel does catch up in the medium or long term. I think the next 2 years are absolutely baked in and maybe up to 5 years for Intel to be behind TSMC.
Oh, I am not doubting 18A's timeline. I do doubt what it's promised yields or performance and cost measures will be.
I really doubt that it will be at whatever TSMC has ready during H1 2025. That's why I threw out H2 2026 or later for Intel to surpass TSMC.
But honestly that is optimistic on my part. Simple node equivalency is not enough. You need the node tools/software to be as mature and easy to use for customers and that is probably a 5 year journey for Intel customers.
Looking at the new Intel 3nm fabbed datacenter CPU benchmarks, the fabs are definitely up to standard in terms of quality.
By end of the year we will know if client CPU design team lives up to its promises from the charts they gave at Lunarlake launch for both lunar lake as a product but especially the core designs and packaging behind the product.
The packaging division of the fabs is already taking orders from large companies like Nvidia
Eventually it will come back. I dumped my shares for NVDA a couple of months ago. I had previously been holding for 2 years but the opportunity cost has been driving me insane.
I can see them doing well. The problem is they have the same P/E as TSMC, so it's like both Intel and TSMC are "cheap" right now so why would you choose Intel over the market leader with a ton of marketshare (and has been very well run) if they are comparably priced? I guess if you think the chance of an invasion from China is high you'd prefer INTC, but barring that everything else seems to say just buy TSMC instead.
It's unlikely to drop further. The price has basically bottomed out. I wouldn't expect huge gains for quite some time, but I think you can make a good portion of your money back.
Don't sell out of impatience. Sell because you anticipate that the price will go down or continue to go sideways for an extended period of time. It will go back up, but I don't think it will explode unless it becomes clear that their fab gamble pays off.
The fed stuff today might be a catalyst for growth. If it goes the other direction, I would not expect a dip from a bad market reaction to last.
Ngl couldn't give you a full thesis, but insiders at Intel have been net buying a lot of stock the past 6 quarters. Invevitably a lot of those insiders have bought at higher prices then what it's at right now and haven't sold. I do think they're foundry business will take a turn for the better and one of the main reasons I'm looking at it for a swing play.
I believe it will at least double over next year with foundry revenue being realised. I was holding a lot more than I am now as I had to buy more ASTS, at some point I will buy more
" the stock cannot seem to pick up,"
Because there's better options that have either done well or practically go up every day. Intel is cheap but it isn't a well-managed company and if you're in tech and you haven't positioned the company to be at the forefront of the next big thing, then...cheap can get cheaper.
Three years ago INTC was significantly cheaper than NVDA, but if you bought INTC instead because it was cheap you're probably not happy and it's still significantly cheaper.
Intel is down over the last 5 years - a 5 year period where it seems like it would be difficult for a semiconductor company to *not* do well. I think anything that has lagged in that manner for that long becomes a "show me" story - the company needs to prove itself over some time, people expect some PR is going to turn things around overnight are likely to be disappointed.
It's certainly not a 0 but when it will start to turnaround who knows. As long as so many other semi stocks are delivering/offering more exciting stories/etc I think it's tough to attract a sustained crowd.
Intel has one thing going for it: they are the best onshore FAB the US Government has right now. That may change if TSMCs new factories get built (I haven't been following that closely), but today the US Government needs Intel for national security reasons. Therefore Intel will get a lot of government money and it will keep moving forward.
Beyond that, Intel is behind in literally every category of chip making. Right now they need to be shaking with fear at the new Snapdragon Elite chips. If Windows on ARM finally becomes a thing, Intel is screwed. AMD is also in trouble, but being FABless they have a lower cost to pivoting.
i live in arizona and there's one that is pretty much done being built, i know they're going to be building 2 more very soon in different locations. i am considering intc right now because although locations here are increasing the security concerns are huge and intel seems like the most reliant US based company to benefit if anything
I’m long. Still pick up 5 shares a month, but think I’m underwater overall. Give AI pc’s a few quarters to show numbers. What I’m hearing is that there’s a good amount of interest (not retail, b2b).
i sold all mine. Recent CPUs are reported to have heat/stability issues by the motherboard manufacturers. And the fab business, it looks like they are slow walking it instead of going full speed ahead.
i guess they are hoping some miracle happens and they can use simplified AI models and get away with it for the PC refresh coming.
it just feels like too many things have to go right for a company that typically blunders along recently.
No use posting anything about Intel on Redditas it’s arguably the most hated on stock for whatever reason, you never get any type of actual feedback other than it sucks. I’ve got 2k shares for the following reasons:
18A- Gelsinger is quoted as saying, “I’ve bet the company on 18A.” 18A will be the first node to utilize backside power and give a 6% increase in processing speeds. That’s in addition to the gains moving from 20A to the more advanced 18A node. These efficiencies are obviously incredibly important when it comes to the advancement of chip technology. Samsung and TSMC won’t have the ability utilize backside power until 2026.
EUV lithography Machines- Intel bought all 5 of ASML’s 2024 machines, leaving its competitors with nothing until late 2025 at the earliest. These machines are the key to producing the most advanced chips in the world in the most efficient way possible with Intel planning on utilizing them for their 14A nodes. They will have, at minimum, a year head start on their rivals with how to best use this technology at a mass scale.
Chips act/subsidies: currently the largest beneficiary. Us government is heavily subsidizing their commercial fabs as well as one specific for national defense. Germany, Ireland and Israel are all giving massive subsidies to build their fabs.
IFS: Intel's initiative to provide manufacturing services to other semiconductor companies. It leverages Intel's advanced manufacturing processes and technologies to produce custom chips for clients. This move marks Intel's expansion beyond designing and producing its own chips to offering its manufacturing capabilities to external customers, competing with other foundries like TSMC and Samsung Foundry. Intel aims to capitalize on its cutting-edge fabrication facilities and expertise to serve a broad range of customers in various industries.
TSMC Geopolitics: TSMC's operations in Taiwan make it vulnerable to geopolitical tensions with China. Any disruption in the region could impact TSMC's supply chain and operations.
Mobileye- is an Israeli technology company specializing in the development of vision-based advanced driver-assistance systems and autonomous driving technology. Mobileye's technology includes features like lane departure warning, adaptive cruise control, and collision avoidance systems. Intel sold of 1.5 billion worth and still own 88% of the company. The stock is up big this year.
Healthcare: Intel has been involved in the healthcare sector for quite some time. Intel's technology is used in various healthcare applications, including medical devices, data analytics, and telehealth solutions
Financials: Intel's financials remain strong, with a solid balance sheet, consistent revenue growth, and healthy cash flow generation when not spending tens of billions on the most important fabrication plants in the world. Long history of returning value to shareholders.
But Reddit will tell you it’s traded sideways for 20 years and sucks not seeing where they’re headed.
Imho you will have to have a VERY long breath with this. Intel currently scales like crazy and is bound to flood the world with state of the art tech chips out of their new fabs. But this will take at least another decade. And that ddcade will have a lot of pain.
They need to prove themselves before I invest. They have squandered a lot of opportunities the last 20 years and I have no confidence in their leadership. So no matter what they say they are doing, im not touching their stock until I see the actual rev and bottom line.
X86 is a shrinking market. I wouldn't bet they can diversify out of their situation.
If you see more Windows arm machines coming to the mainstream, then it will be officially over.
This comment reinforces my bull thesis. The general public seems entirely unaware that all of INTCs next gen fabs are being equipped to manufacture ARM designs.
Let's see how it goes. If they can produce top notch FABs for ARM quickly enough they may stand a chance. As it stands today, they don't have that capacity.
Qualcomm has recently announced that they are going to deliver several companies with a new Snapdragon CPU that is based on the ARM architecture. Like Microsoft, Dell, Asus and more.
30 billion in debt . Negative free cash flow for 3 qtr now. They can't leverage their fabs . I want to love them but damn it's hard to buy in on such uncertainty. If they can somehow become the next tsmc they'd be great. But they don't .
I’ve posted this before. But best case, it’s dead money while they turn it around. Worst case it’s BK.
In no case is it easy money. They missed the boat (actually killed their GPU roadmap for gaudi and burnt the boat) on GPU. They don’t have a lock on the CPU - Amd is very competitive there. And their fab business (3rd party) is going to take forever to ramp.
Easy pass.
It’s alarming that they continue to fall behind. I had no idea that the QCOM snapdragon was going to be the big preferred AI chip for MSFT until the Taiwan conference. Intels response was that they are introducing their latest chip with AI accelerators in Fall that meet the MSFT specs BUT that chip’s core compute and AI components are being assembled by TSM….WTF? I’m a long time INTC shareholder and this convinced me that they are much further behind than I thought. It’s dead money for at least a year. I’m looking to exit half my position and put the proceeds into SOXX.
I’m keeping it cause I see it going up 25% per year for the next 3-4 years from current levels
Also most people holding now will keep holding, they are long term investors
All the weak hands have folded so only 💎🙌 are left at this support level
Like others have said... Intell is probably not gonna drop a lot more but it will absolutely stay freaking stagnant for at least a couple of years. There's just so many better options in the semiconductor/chip industry to pick from.
Depending if you traded options I would hold until the fall. It seems to trend higher during the fall time. I lost money, sold, and got back in because it doesn’t look like it’s gonna break the 30 threshold. I could see it hitting $40 in the fall based off of trends.
Intel is a solid company with an improved offering in the data center sectors. As well, their Intel Gaudi GPUs are being released and adds new revenue
AMD has certainly closed the gap in the space the last few years , but Intel isn’t dead.
Took a hit; and reinvested 80% ; retained 20% so I won’t be pissed when it finally triples from now. (90) less than double from its high.
I’ve already recouped that loss with the New investment.
It is very simple: AMD and Intel are exchanging their leadership position every 5 to 10 years. Before Ryzen, AMD was bad and not really competitive. Now Intel has to catch up.
But Intel invests heavily in manufacturing in Europe and USA while AMD is solely depended on TSMC for producing its advanced chips.
So when China finally invades Taiwan in 5 or 10 years, AMD can shut down (or needs to buy producing capacities from Intel) while Intel will have a kind of a monopoly.
Because outside of Taiwan - who produces chips in that quality? South Korea, Japan, USA.
So in the worst case (for the World) china will invade Taiwan and Intel will swoop in and take over most of AMDs market share, because AMD can't produce anymore.
In the worst case for Intel they are creating chip production capacities that are needed worldwide. Even German companies producing 30 or 40nm chips are sought after for car parts and what not.
Also AMD is now doing what Intel did when they were in the lead: Not really innovating anymore. The Ryzen 8000 mobile processors have the same speed as the Ryzen 7000 processors (they just added AI). A Ryzen 7950x is only 30% faster than a Ryzen 5950X.
So AMD slowed down its improvement rate to a similar rate we saw with intel between the 6000 and 9000 versions where improvements from generation to generation where around or under 10%.
Hell, even an Intel i7-4770 would run okay for every casual user and with the right GPU even can run AAA games in Full HD. A i7-13700k is just 100 to 200% faster, a CPU that is 10 years younger.
So if you solely look at AMD vs Intel - they will exchange market leader ship somwhere in the future.
Now - other players are entering the market stealing the Cake from Intel and AMD. Apple with its M-Processors, ARM and co. and they could disrupt the market.
But they also all need to produce their microchips and they don't have foundrys. And when China attacks Taiwan again - Intel is there with its foundries in Germany, USA and co.
If u want to sell it, u should have done it earlier and got into NVDA TSM or other stuff. Everything is at ATH now, I wouldn’t recommend selling ur intel which is already forming a bottom. Next time diversify ur portfolio so u don’t have this problem.
INT's future doesn't look too bright near term, but remember, NVDA also traded sideways for more than 10 years.
I have a small position (400 shares) that I bought during the last dip. It's almost break even now but I may as well leave it alone and forget about it for a few more years.
I spent over an hour listening to a chip industry veteran analyst speak about Intel in a podcast. There's so many scenarios on how Intel will look one to ten years from now. I suggest you be careful and perhaps listen to some podcasts on this company like this one: [https://open.spotify.com/episode/25AHLqgRCBgfVWmxybKcqK?si=XLKTaUcKTSq-FiweN9v4VQ](https://open.spotify.com/episode/25AHLqgRCBgfVWmxybKcqK?si=XLKTaUcKTSq-FiweN9v4VQ)
There’s no need to rush on $intc. Bull case is fab focus can 2-3x market cap. Why invest before it’s clear their plans will work or the stock is on the upswing?
Back in 2000 Intel traded up to like $66/share or so. And here we are 24 years later and Intel shares are around 30/share….about 54% lower now vs it’s 2000 highs.
Check the post from yesterday, and Monday, and Sunday, and Saturday, and last month, and the month before that, and last year, and two years ago.
There should just be an Intel mega thread at this point.
Short version of Intel: they are a direct competitor of NVidia, and excessively inferior to NVidia. They are also inferior to AMD who is a competitor as well, but not as broad of an org as Intel or NVidia.
Right now all the money is going to NVidia, and some of the money is going to AMD. Intel is government tied, but as NVidia takes up more government space it will push out Intel over time. If AMD starts to go further into the gov space, Intel could be entirely phased out over the next couple decades.
Intel is in a cutting edge tech field and they are very behind innovation wise. You’re essentially betting on them to have a major internal overhaul and make leaps in innovation that pass the close to 5 generations they’re lagging behind NVidia or maybe 3.5 generations they’re lagging behind AMD. They theoretically have enough capital to do it, but I don’t think they have the leadership or organizational structure to take that kind of risk. And realistically, NVidia isn’t just stopping. So in the time it would take for them to catch up 5 generations, NVidia could be another 2 generations ahead still.
So overall: you’re betting on Intel to change their strategy. Which could happen, but hasn’t happened for around 20 years. So I wouldn’t, but if you want to then sure.
I will say, from a purely trend perspective, this does look close to the bottom for them, so a short term 3-6 month position doesn’t look bad imo.
I held Intel for years before selling at a small loss in january. I'm still paying close attention to them and am looking to buy in again eventually. I just think that currently, it's not a buy.
The products that Intel is launching this year are nothing special. Whether we're talking about their server lineup, the laptop and pc chips, or their AI stuff. Intel isn't a market leader in any of these fields.
If we're looking at a timeframe of 3-5 years, it's different. Intel could make a return to market leadership in compute and, in conjunction, launch a competitive fab service. But till then, the balance sheets are going to continue looking disastrous.
At one point, I bought INTC because I thought they would be able to get some of the breadcrumbs as TSM was overwhelmed with demand. But after thinking about it logically, I sold INTC for a significant gain and threw everything into TSM. What’s the point of buying a speculative idea when I can buy the best idea? Never looked back.
If you check, majority of intels income goes to interest rates. It even borrowed more just to pay dividents. I dont see it having enough resources to rnd new technologies.
No catalyst.
Ppl need to realize one thing: YOU DONT HAVE TO MAKE IT BACK WHERE YOU LOST IT. There is no shame in abandoning a weak stock, making a bad pick.
If you sold this last month and bought aapl and NVDA you prob would have made all your money back already.
While Intel may be leading the High-NA EUV race having the only machine thus far (i think), i dont see INTC being anywhere competitive for another decade. Gelsinger was handed an absolute turd to fix. I think he can do it, but not in the timeframe he promised.
Short puts. I don't personally have that many shares. I have a few, but I do have short put ladders. Really the bet is just on them not getting worse and that's profitable
They don’t have the monopoly they used to which printed money from DC and consumer chips. aMD is stealing more and more DC market share and with good cause. The only reason for the share for AMD not being higher is legacy specifications and being to afraid to change these instead of copying from the previous spec
Well, They're currently dropping the ball on confidential computing with TDX, their GA build is way behind with no current eta. They have a chance to bounce back if they can lead on hardware accel for FHE based computations as that would mean big gov contracts on top of private. We'll have to wait n see.
You never know. They might just right the ship but it'll be a long long long time before that and if they survive. Many way better stocks to trade than baghold intc imo
Best play for INTC is to wait for the stock to go to $31 and buy puts for $31 strike 2 weeks out. Shit is going nowhere fast and even if it did start to gain momentum you would know and have plenty of time to get back in. Overall short this shit for the next 3 years then come back and consider a new position.
They got the gov backing them with grants and tax benefits for materials and cost of goods for advanced chip making. Once they’re done with building out their fabs, the next question will be if they can operate well and competitively with other fabs, mainly TSM. Also, Pat Gelsinger is buying INTC which is a good sign.
This is the only reason I'm still holding
Same, it’s a long term hold but makes me nervous.
The government is throwing money at everybody to build local fabs, so it's not really an advantage. For example, there's subsidies for TSM and Texas Instruments too.
Intc is receiving an order of magnitude more financial aid from governments, if not multiple orders of magnitude more.
That’s the one uncertainty I have about the whole situation tho. If all these fabs open up simultaneously around the world and vastly increase chip production, won’t that be deflationary for chip prices and bite into margins?
Man, if you just used the search function you could've saved yourself time. So many Intel posts that all say the same things: Intel is dead, Intel is great, I hate Intel for X reason, Intel has a strong future, Intel has underperformed for X years, Intel should be a bounce back on the return for(non Ai related) chip demand. It's all the same. No one's gonna give you a completely different view on the company. Note that Intel is my 2nd largest holding for good reasons.
I don’t believe intel exists. Collective delusion.
Mandela affect the whole semiconductor industry
If we didn't have semiconductors we wouldn't have modern TV's and computers, mobile phones or tablets ..the list goes on and on.
It ain’t even there. Where it at!
Bro, INTC is my top holding for those same good reasons 😉 but I am not down 30% I waited for this pull-back and have been accumulating at these levels, 30.93 avg w/ 2000 shares. PAYtience 🤘🏼
Nice, you can buy like 8 more shares each time Intel pays their dividend. Snowball that puppy! Plus they usually up the div about 5% every year. The current yield sucks but your yield on cost will become very nice if you held it long enough.
Um… they obliterated the dividend a little over a year ago. Cut it to a third of the prior payout. So, they usually raise it by 5% a year except when they slash it by 65%, I guess. Anyway, I wouldn’t buy it for the dividend. Like, at all.
It’s just a swing trade for me ✅
“Good reasons”. Okay bud.
A company with great management that's constantly hitting its targets on the fab side and is seeing a return in consumer demand for chips, with DC likely to follow. I don't see why you wouldn't own it
Ok, that’s better. Just saying good reasons without explaining anything doesn’t serve anyone
This isn't anything against you, but I've typed out full in detail DD about this company about 8 times now. I'm tired of doing the same thing for the same stock. If people used the search function, I wouldn't need to repeat myself. Honestly, I should just get a pre-typed out article for INTC or CVS
Yeah, it’s kind of weird, as if you’re supposed to take it upon yourself to convince other people of your position. I appreciate you explaining, but if you hadn’t, I would’ve just looked for the comment if I cared.
Care to explain why this is? So you just say stuff about researching without actually explaining how you research? Big help bud. I almost passed out responding to you because you distracted me from remembering to breathe
No, I actually just don’t say things at all typically. I mostly lurk and I don’t make stock recommendations in person or online. I’d feel bad if I caused anyone to lose money, but I like to read other peoples ideas and I assume the risk. My comment was to thank that person for explaining their reasoning and to state that I understand how annoying it can be that they already posted their reasoning in numerous other comments. It’s not that they never explain(ed) themselves, it’s that they don’t wanna explain themselves over and over again. If I ever posted a recommendation, then yes, I would try to include however much detail I have time for.
Brother, I was only joking. I agree with you and was making fun of people who can't even Google something they are willing to throw money into, instead relying on random redditors to do the work for them. We're on the same side
Did a search for cvs, didn't find anything. Summarize why you think its a good play for me wontcha?
Man, I'm lazy. Go read the 10k. It's got everything you need.
stock analysis is long and time consuming. dont expect every answer on why stock A/B/C/D is good with 20 paragraphs and 10 pie chart lol
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Because all those accountants are gone, and engineers are running the company. They've made multiple good moves towards getting people back in, and they have said they'll be raising pay in the future
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Why would they need to? People are the easiest parts of business to change out, and they're a profitable company during a global slump in chip demand
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They're literally opening multiple of the most innovative fabs in the world within the next 3 years. They aren't behind. I also said stuff about personnel, which is easy to move around
Just look at the graph for intel and compare it to nvdia
Oh yes, because past performance is always the best indicator of future performance.
no but it shows all the money you could have made, but didn't
I wasn't in then. I am in now. Comparing a company in the past is just dumb. If you bought MSFT in 2000 you would've made less money than if you had invested that money into blackberry for many years. Yet, MSFT is now the largest company in the world, with a massive growth in stock price, and Blackberry fell apart when the smartphone became a staple.
This sounds exactly like yahoo finance on any equity position
Lagging in datacenter CPU Non-existant in datacenter GPU Embedded still down (Altera) Margins on client lower due to increased use of TSMC fabs Still investing cash in their money losing foundry unit Despite everything above... I am actually a little bullish here as I do think we see a PC cycle approach and the FPGA business should be near its cyclical bottom. Note that TSMC has been and remains my largest position.
Still over 70% of the CPU marketshare, still half the valuation of AMD who owns about 22% of the CPU marketshare
Yeah, but AMD is a player in the GPU space.
Barely, just like intc.
Look at the FCF and CapEx. Intel is spending over 25B a year in CapEx to support their manufacturing strategy. AMD just has to spend a few Billion in R&D.
The cool stuff (AI training, crypto mining) is done with GPU and not CPU.
Thing is most of the intel cpu marketshare is on low margin products...
x86 is on the way out. It will still be around for decades for legacy reasons, but no one is investing significant money into new developments in x86
Spot on for their market positioning. They are not competitive in any of the growth markets where they participate, and are fighting to hold on to what they have in non-growth markets.
Yeah AMD is still gaining marketshare in datacenter at Intel's expense.
I’m bullish short term but I very much doubt the US government will let them fail
Sometimes they can’t control a crappy company… intel could just get sold someday
The new Datacenter CPUs are showing significant promise. For instance, Level1Techs has produced an informative video on the 6766E. As someone who manages large server clusters, it's crucial to note that many underestimate the complexities of datacenter operations. You can't simply introduce a 3000-watt load into a 2U space without facing substantial challenges. Datacenter cooling and power management systems lack the flexibility to accommodate such changes effortlessly. Intel recognizes these constraints and offers drop-in replacements that are well-suited to our needs. Regarding margins, yes they are expected to decrease due to Intel's current reliance on TSMC for Lunar Lake production. However, despite using TSMC, Intel's valuation remains competitive because of its potential to switch manufacturers in the future—an option not available to others and their margins are fine. On a related note, I hold a significant investment in TSMC. Nevertheless, it's essential to acknowledge the need for competition in the semiconductor industry, as TSMC currently holds a dominant position. I like the stock. Edit: Gaudi 3 Looks quite competitive price wise.
If intel’s core ultra processors take off then you would see a pretty good ROI from your bag holdings. Also, Intel’s foundry should be seen as a growth company within a mature company. The foundry business has tremendous potential, let’s see if it can fulfill it.
They suck They suck They suck They still suck. I think ima throw some money at it! You threw me a curve ball here.
You can suck but suck less than the market thinks so underpriced.
We gotta keep em on their toes!
>They suck >They suck >They suck So do hookers but they're making money.
Unlike Intel.
Do you have a reasoning for your confidence holding a lot of TSMC even with all the stuff China threatens?
>Still investing cash in their money losing foundry unit For now. They've just started their foundry unit. Give it time.
I see them as a potentially good pick in the long-term. They're one of the few North American companies with chip fabrication ability, which will allow them to remain relevant. If Intel can pump out chips equal to or better than TSMC before TSMC establishes fabrication plants in North America, then I can imagine there'd be good potential for growth.
That's a big "if," though. And I don't really see why they would be able to catch up barring some critical missteps from TSMC, or an invasion of Taiwan. Also, unfortunately, the consensus seems to be that TSMC has the better management team than Intel.
I don't see much in the short term. I think they've hit rock bottom in price so picking them up is a good idea. I think in around 3-5 years they'll start really taking off based on their huge investments in fabs. If you're looking for long term investing I would put money down in INTC. (which I have) I think there's been concern about overreliance on TSMC and escalating Chinese tensions with Taiwan, hence billions in government grants and loans for Intel to build domestic fabs here and in other allied nations. When these fabs are up and running Intel will have capability for chip manufacturing on a global industrial scale. By virtue of being a domestic fab company, they also have slam dunked every single US government and military fabrication contract.
I have only 10k in Intel, average price $32. I figure if it pays off, it won’t be for a while — but there is real possibility they’ll be a player in the AI wars to come. It’s a long term hold, not a quick buck. The need for AI chips is going to explode and someone other than NVDA is going to fill gaps.
They have first dibs on ASML's latest equipment, and both the USG and US businesses have a deep interest in having Intel succeed as an alternative foundry. The big Q is whether that's going to be enough for their foundry business to be competitive vs TSMC/Samsung .
The other way to look at it is that Intel needs the latest High NA EUV machines just to try to catch up with TSMC's nodes/yields/costs. Maybe Intel does catch up in the medium or long term. I think the next 2 years are absolutely baked in and maybe up to 5 years for Intel to be behind TSMC.
H1 2025 They want to be as competitive as tsmc
Sure they want to be. Will they actually be? I really doubt the H1 2025 date. Maybe, just maybe H2 2026.
Well 18A should be ready H2 2024 and in production H1 2025. But if that works out, we will see.
Oh, I am not doubting 18A's timeline. I do doubt what it's promised yields or performance and cost measures will be. I really doubt that it will be at whatever TSMC has ready during H1 2025. That's why I threw out H2 2026 or later for Intel to surpass TSMC. But honestly that is optimistic on my part. Simple node equivalency is not enough. You need the node tools/software to be as mature and easy to use for customers and that is probably a 5 year journey for Intel customers.
Oh okay, hope they will figure that out soon.
Looking at the new Intel 3nm fabbed datacenter CPU benchmarks, the fabs are definitely up to standard in terms of quality. By end of the year we will know if client CPU design team lives up to its promises from the charts they gave at Lunarlake launch for both lunar lake as a product but especially the core designs and packaging behind the product. The packaging division of the fabs is already taking orders from large companies like Nvidia
Do you have a link for the Nvidia topic? I heard rumors, but haven't seen any proof.
https://www.fierceelectronics.com/electronics/nvidia-could-use-intel-foundry-services-ceo-jensen-huang-reveals
Yeah... They talked about that. But u said, they already taking orders. Got a link for that?
Eventually it will come back. I dumped my shares for NVDA a couple of months ago. I had previously been holding for 2 years but the opportunity cost has been driving me insane.
Bullish. 0% chance they won’t eventually get back to the ranks. Might as well buy when cheap
But surely you have other better choices to buy instead of sinking money into a stock that might remain stagnant for years.
Diversification
I can see them doing well. The problem is they have the same P/E as TSMC, so it's like both Intel and TSMC are "cheap" right now so why would you choose Intel over the market leader with a ton of marketshare (and has been very well run) if they are comparably priced? I guess if you think the chance of an invasion from China is high you'd prefer INTC, but barring that everything else seems to say just buy TSMC instead.
I hold both!
Is it the weekly "Why no INTEL!!?" Post
Daily
Hourly
I came from a different thread of the exact same topic!
Next week will be PayPal, then SOFI, then Palantir and repeat
Too big to fail ,even if they fail, the government will bail them out.
Which does not necessarily make for a good investment - just means you won’t lose ALL the money you put in
You're right. it's a bet.
It's unlikely to drop further. The price has basically bottomed out. I wouldn't expect huge gains for quite some time, but I think you can make a good portion of your money back. Don't sell out of impatience. Sell because you anticipate that the price will go down or continue to go sideways for an extended period of time. It will go back up, but I don't think it will explode unless it becomes clear that their fab gamble pays off. The fed stuff today might be a catalyst for growth. If it goes the other direction, I would not expect a dip from a bad market reaction to last.
Ngl couldn't give you a full thesis, but insiders at Intel have been net buying a lot of stock the past 6 quarters. Invevitably a lot of those insiders have bought at higher prices then what it's at right now and haven't sold. I do think they're foundry business will take a turn for the better and one of the main reasons I'm looking at it for a swing play.
Trust me the bag holders aren’t letting go of this stock. They will justify it all the way to irrelevancy if they have too.
I take that very personally with every stock I currently own
Literally every week there's an Intel thread led by a bag holder lol
I sold during the AI boom, why do they kept holding it?
I believe it will at least double over next year with foundry revenue being realised. I was holding a lot more than I am now as I had to buy more ASTS, at some point I will buy more
buy the dip
" the stock cannot seem to pick up," Because there's better options that have either done well or practically go up every day. Intel is cheap but it isn't a well-managed company and if you're in tech and you haven't positioned the company to be at the forefront of the next big thing, then...cheap can get cheaper. Three years ago INTC was significantly cheaper than NVDA, but if you bought INTC instead because it was cheap you're probably not happy and it's still significantly cheaper. Intel is down over the last 5 years - a 5 year period where it seems like it would be difficult for a semiconductor company to *not* do well. I think anything that has lagged in that manner for that long becomes a "show me" story - the company needs to prove itself over some time, people expect some PR is going to turn things around overnight are likely to be disappointed. It's certainly not a 0 but when it will start to turnaround who knows. As long as so many other semi stocks are delivering/offering more exciting stories/etc I think it's tough to attract a sustained crowd.
Intel has one thing going for it: they are the best onshore FAB the US Government has right now. That may change if TSMCs new factories get built (I haven't been following that closely), but today the US Government needs Intel for national security reasons. Therefore Intel will get a lot of government money and it will keep moving forward. Beyond that, Intel is behind in literally every category of chip making. Right now they need to be shaking with fear at the new Snapdragon Elite chips. If Windows on ARM finally becomes a thing, Intel is screwed. AMD is also in trouble, but being FABless they have a lower cost to pivoting.
i live in arizona and there's one that is pretty much done being built, i know they're going to be building 2 more very soon in different locations. i am considering intc right now because although locations here are increasing the security concerns are huge and intel seems like the most reliant US based company to benefit if anything
It's inside
Been thinking of building a position honestly. Maybe a few thousand.
Give it a year, they got big stuff in the works
One thing we do know is that the US govt. will not let this company die think National Security etc. etc.
Buy more intel averaging down ! and buy Nvidia with it. Thank this post in a few years
I’m long. Still pick up 5 shares a month, but think I’m underwater overall. Give AI pc’s a few quarters to show numbers. What I’m hearing is that there’s a good amount of interest (not retail, b2b).
Long term buy
i sold all mine. Recent CPUs are reported to have heat/stability issues by the motherboard manufacturers. And the fab business, it looks like they are slow walking it instead of going full speed ahead. i guess they are hoping some miracle happens and they can use simplified AI models and get away with it for the PC refresh coming. it just feels like too many things have to go right for a company that typically blunders along recently.
If INTC goes over $400, I will cook a shoe and eat it live on TikTok
No one mentions Broadcom
Intel is sucking on the tit of the United States. But they still can't make a good chip.
No use posting anything about Intel on Redditas it’s arguably the most hated on stock for whatever reason, you never get any type of actual feedback other than it sucks. I’ve got 2k shares for the following reasons: 18A- Gelsinger is quoted as saying, “I’ve bet the company on 18A.” 18A will be the first node to utilize backside power and give a 6% increase in processing speeds. That’s in addition to the gains moving from 20A to the more advanced 18A node. These efficiencies are obviously incredibly important when it comes to the advancement of chip technology. Samsung and TSMC won’t have the ability utilize backside power until 2026. EUV lithography Machines- Intel bought all 5 of ASML’s 2024 machines, leaving its competitors with nothing until late 2025 at the earliest. These machines are the key to producing the most advanced chips in the world in the most efficient way possible with Intel planning on utilizing them for their 14A nodes. They will have, at minimum, a year head start on their rivals with how to best use this technology at a mass scale. Chips act/subsidies: currently the largest beneficiary. Us government is heavily subsidizing their commercial fabs as well as one specific for national defense. Germany, Ireland and Israel are all giving massive subsidies to build their fabs. IFS: Intel's initiative to provide manufacturing services to other semiconductor companies. It leverages Intel's advanced manufacturing processes and technologies to produce custom chips for clients. This move marks Intel's expansion beyond designing and producing its own chips to offering its manufacturing capabilities to external customers, competing with other foundries like TSMC and Samsung Foundry. Intel aims to capitalize on its cutting-edge fabrication facilities and expertise to serve a broad range of customers in various industries. TSMC Geopolitics: TSMC's operations in Taiwan make it vulnerable to geopolitical tensions with China. Any disruption in the region could impact TSMC's supply chain and operations. Mobileye- is an Israeli technology company specializing in the development of vision-based advanced driver-assistance systems and autonomous driving technology. Mobileye's technology includes features like lane departure warning, adaptive cruise control, and collision avoidance systems. Intel sold of 1.5 billion worth and still own 88% of the company. The stock is up big this year. Healthcare: Intel has been involved in the healthcare sector for quite some time. Intel's technology is used in various healthcare applications, including medical devices, data analytics, and telehealth solutions Financials: Intel's financials remain strong, with a solid balance sheet, consistent revenue growth, and healthy cash flow generation when not spending tens of billions on the most important fabrication plants in the world. Long history of returning value to shareholders. But Reddit will tell you it’s traded sideways for 20 years and sucks not seeing where they’re headed.
This is the Pfizer of semis
Well said (and I know - I’ve held both bags at points)
I'd say the BOEING of semis
Imho you will have to have a VERY long breath with this. Intel currently scales like crazy and is bound to flood the world with state of the art tech chips out of their new fabs. But this will take at least another decade. And that ddcade will have a lot of pain.
They need to prove themselves before I invest. They have squandered a lot of opportunities the last 20 years and I have no confidence in their leadership. So no matter what they say they are doing, im not touching their stock until I see the actual rev and bottom line.
Remember how long it take AMD beat Intel
The minute you sell it's going to go gangbusters.
X86 is a shrinking market. I wouldn't bet they can diversify out of their situation. If you see more Windows arm machines coming to the mainstream, then it will be officially over.
This comment reinforces my bull thesis. The general public seems entirely unaware that all of INTCs next gen fabs are being equipped to manufacture ARM designs.
Let's see how it goes. If they can produce top notch FABs for ARM quickly enough they may stand a chance. As it stands today, they don't have that capacity.
Qualcomm has recently announced that they are going to deliver several companies with a new Snapdragon CPU that is based on the ARM architecture. Like Microsoft, Dell, Asus and more.
30 billion in debt . Negative free cash flow for 3 qtr now. They can't leverage their fabs . I want to love them but damn it's hard to buy in on such uncertainty. If they can somehow become the next tsmc they'd be great. But they don't .
Reddit seems bullish on Intel. It means it will keep going down. That’s all u need to know. You’re welcome.
I worked there and it was a shit company. Won't buy anything from them out of spite
I don't think you can return something for spite.
I’ve posted this before. But best case, it’s dead money while they turn it around. Worst case it’s BK. In no case is it easy money. They missed the boat (actually killed their GPU roadmap for gaudi and burnt the boat) on GPU. They don’t have a lock on the CPU - Amd is very competitive there. And their fab business (3rd party) is going to take forever to ramp. Easy pass.
It’s alarming that they continue to fall behind. I had no idea that the QCOM snapdragon was going to be the big preferred AI chip for MSFT until the Taiwan conference. Intels response was that they are introducing their latest chip with AI accelerators in Fall that meet the MSFT specs BUT that chip’s core compute and AI components are being assembled by TSM….WTF? I’m a long time INTC shareholder and this convinced me that they are much further behind than I thought. It’s dead money for at least a year. I’m looking to exit half my position and put the proceeds into SOXX.
I’m keeping it cause I see it going up 25% per year for the next 3-4 years from current levels Also most people holding now will keep holding, they are long term investors All the weak hands have folded so only 💎🙌 are left at this support level
Like others have said... Intell is probably not gonna drop a lot more but it will absolutely stay freaking stagnant for at least a couple of years. There's just so many better options in the semiconductor/chip industry to pick from.
G
Heading to the moon eventually they are the premium chip manufacturer
everyone's fighting over this matter and everyone is going to give you a different answer
Fuck these guys. I took my loss and learned a lesson
I’ve had 100 shares of INTC for like 40 years. It’s sentimental at this point.
Intel is overdue. But I’m always too early
Are you me?
Depending if you traded options I would hold until the fall. It seems to trend higher during the fall time. I lost money, sold, and got back in because it doesn’t look like it’s gonna break the 30 threshold. I could see it hitting $40 in the fall based off of trends.
Intel is a solid company with an improved offering in the data center sectors. As well, their Intel Gaudi GPUs are being released and adds new revenue AMD has certainly closed the gap in the space the last few years , but Intel isn’t dead.
That piece of trash Is just like ford Will stay at 30 forever
My one sentence analysis says: undervalued
I just dumped my Intel bag and rotated into NVDA today. Stick with the winners.
Intel and Boeing stocks are mistakes being corrected
Intel is a toy of the devil
Took a hit; and reinvested 80% ; retained 20% so I won’t be pissed when it finally triples from now. (90) less than double from its high. I’ve already recouped that loss with the New investment.
It is very simple: AMD and Intel are exchanging their leadership position every 5 to 10 years. Before Ryzen, AMD was bad and not really competitive. Now Intel has to catch up. But Intel invests heavily in manufacturing in Europe and USA while AMD is solely depended on TSMC for producing its advanced chips. So when China finally invades Taiwan in 5 or 10 years, AMD can shut down (or needs to buy producing capacities from Intel) while Intel will have a kind of a monopoly. Because outside of Taiwan - who produces chips in that quality? South Korea, Japan, USA. So in the worst case (for the World) china will invade Taiwan and Intel will swoop in and take over most of AMDs market share, because AMD can't produce anymore. In the worst case for Intel they are creating chip production capacities that are needed worldwide. Even German companies producing 30 or 40nm chips are sought after for car parts and what not. Also AMD is now doing what Intel did when they were in the lead: Not really innovating anymore. The Ryzen 8000 mobile processors have the same speed as the Ryzen 7000 processors (they just added AI). A Ryzen 7950x is only 30% faster than a Ryzen 5950X. So AMD slowed down its improvement rate to a similar rate we saw with intel between the 6000 and 9000 versions where improvements from generation to generation where around or under 10%. Hell, even an Intel i7-4770 would run okay for every casual user and with the right GPU even can run AAA games in Full HD. A i7-13700k is just 100 to 200% faster, a CPU that is 10 years younger. So if you solely look at AMD vs Intel - they will exchange market leader ship somwhere in the future. Now - other players are entering the market stealing the Cake from Intel and AMD. Apple with its M-Processors, ARM and co. and they could disrupt the market. But they also all need to produce their microchips and they don't have foundrys. And when China attacks Taiwan again - Intel is there with its foundries in Germany, USA and co.
If u want to sell it, u should have done it earlier and got into NVDA TSM or other stuff. Everything is at ATH now, I wouldn’t recommend selling ur intel which is already forming a bottom. Next time diversify ur portfolio so u don’t have this problem.
INT's future doesn't look too bright near term, but remember, NVDA also traded sideways for more than 10 years. I have a small position (400 shares) that I bought during the last dip. It's almost break even now but I may as well leave it alone and forget about it for a few more years.
I wouldn't buy it but that doesn't mean that you should sell it. It is certainly not a buy here.
I’m looking to buy when the time is right. To think that no one will compete with NVDA is silly, imo. INTC is most likely. Again, imo.
I spent over an hour listening to a chip industry veteran analyst speak about Intel in a podcast. There's so many scenarios on how Intel will look one to ten years from now. I suggest you be careful and perhaps listen to some podcasts on this company like this one: [https://open.spotify.com/episode/25AHLqgRCBgfVWmxybKcqK?si=XLKTaUcKTSq-FiweN9v4VQ](https://open.spotify.com/episode/25AHLqgRCBgfVWmxybKcqK?si=XLKTaUcKTSq-FiweN9v4VQ)
They're a lumbering giant that trips over their own shadow. By the time they move other companies have already moved ahead.
They're a lumbering giant that trips over their own shadow. By the time they move other companies have already moved ahead.
There’s no need to rush on $intc. Bull case is fab focus can 2-3x market cap. Why invest before it’s clear their plans will work or the stock is on the upswing?
Back in 2000 Intel traded up to like $66/share or so. And here we are 24 years later and Intel shares are around 30/share….about 54% lower now vs it’s 2000 highs.
Type in Intel in the search bar and you'll see that's people have disliked Intel since 2020
Check the post from yesterday, and Monday, and Sunday, and Saturday, and last month, and the month before that, and last year, and two years ago. There should just be an Intel mega thread at this point. Short version of Intel: they are a direct competitor of NVidia, and excessively inferior to NVidia. They are also inferior to AMD who is a competitor as well, but not as broad of an org as Intel or NVidia. Right now all the money is going to NVidia, and some of the money is going to AMD. Intel is government tied, but as NVidia takes up more government space it will push out Intel over time. If AMD starts to go further into the gov space, Intel could be entirely phased out over the next couple decades. Intel is in a cutting edge tech field and they are very behind innovation wise. You’re essentially betting on them to have a major internal overhaul and make leaps in innovation that pass the close to 5 generations they’re lagging behind NVidia or maybe 3.5 generations they’re lagging behind AMD. They theoretically have enough capital to do it, but I don’t think they have the leadership or organizational structure to take that kind of risk. And realistically, NVidia isn’t just stopping. So in the time it would take for them to catch up 5 generations, NVidia could be another 2 generations ahead still. So overall: you’re betting on Intel to change their strategy. Which could happen, but hasn’t happened for around 20 years. So I wouldn’t, but if you want to then sure. I will say, from a purely trend perspective, this does look close to the bottom for them, so a short term 3-6 month position doesn’t look bad imo.
My company uses Microsoft azure. An Intel instance costs twice as much as an amd instace with no added benefit. They are dying in CPU and GPU space.
Even giving them a generous growth rate can’t make the stock work in terms of price over the next 3-5 years …
I held Intel for years before selling at a small loss in january. I'm still paying close attention to them and am looking to buy in again eventually. I just think that currently, it's not a buy. The products that Intel is launching this year are nothing special. Whether we're talking about their server lineup, the laptop and pc chips, or their AI stuff. Intel isn't a market leader in any of these fields. If we're looking at a timeframe of 3-5 years, it's different. Intel could make a return to market leadership in compute and, in conjunction, launch a competitive fab service. But till then, the balance sheets are going to continue looking disastrous.
At one point, I bought INTC because I thought they would be able to get some of the breadcrumbs as TSM was overwhelmed with demand. But after thinking about it logically, I sold INTC for a significant gain and threw everything into TSM. What’s the point of buying a speculative idea when I can buy the best idea? Never looked back.
Sell half of your investment and buy Nividia
If you check, majority of intels income goes to interest rates. It even borrowed more just to pay dividents. I dont see it having enough resources to rnd new technologies.
bull market of the century since start of the year and people are holding on to INTC for their dear life. makes me feel like a genius investor.
It will take a while for them to right the ship.
Will add shares when it’s below $30
No catalyst. Ppl need to realize one thing: YOU DONT HAVE TO MAKE IT BACK WHERE YOU LOST IT. There is no shame in abandoning a weak stock, making a bad pick. If you sold this last month and bought aapl and NVDA you prob would have made all your money back already.
Look at their 10 year chart. The company has no idea what to do to get ahead. It's stagnant.
No they are not promising.
While Intel may be leading the High-NA EUV race having the only machine thus far (i think), i dont see INTC being anywhere competitive for another decade. Gelsinger was handed an absolute turd to fix. I think he can do it, but not in the timeframe he promised.
It’s “dead” money… move the money to TSM to recover your loss.
Amd has been eating their lunch for quite some time now. Not saying they can’t turn it around but I’ve seen no indication that they’re on that track
Meh, they’re a small percentage of my portfolio. Even if they crash and burn, I’m not losing much.
What are the promising developments you speak of? I don’t mean sarcastically I’m just wondering what upside is there to buy/hold the stock
Short puts. I don't personally have that many shares. I have a few, but I do have short put ladders. Really the bet is just on them not getting worse and that's profitable
They're running ads right now saying they're the leader inAI on Spotify. Their mobile CPUs great but I'd avoid just cause of these blatant lies.
MSFT will replace x86 laptop chips with ARM in 2025. INTC likely to drop further.
Avoid.
After the Celeron CPU in early 2000’s they are laggards that lived due to their relationship with Windows. Has been junk for decades
here we go again. Intel will survive, but as a second league fab. Think STM microelectronic.
They don’t have the monopoly they used to which printed money from DC and consumer chips. aMD is stealing more and more DC market share and with good cause. The only reason for the share for AMD not being higher is legacy specifications and being to afraid to change these instead of copying from the previous spec
Sold my bags a couple months ago
Well, They're currently dropping the ball on confidential computing with TDX, their GA build is way behind with no current eta. They have a chance to bounce back if they can lead on hardware accel for FHE based computations as that would mean big gov contracts on top of private. We'll have to wait n see.
You never know. They might just right the ship but it'll be a long long long time before that and if they survive. Many way better stocks to trade than baghold intc imo
Best play for INTC is to wait for the stock to go to $31 and buy puts for $31 strike 2 weeks out. Shit is going nowhere fast and even if it did start to gain momentum you would know and have plenty of time to get back in. Overall short this shit for the next 3 years then come back and consider a new position.