glowzi
glowzi
Watches documentaries on the history of the US stock market.
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avatarglowzi
05-07 04:31
$Intel(INTC)$ Too many catalysts coming up to sell; lower rates, Space-x IPO, INTC shareholders meeting, war ending.
avatarglowzi
05-06 01:47
$Intel(INTC)$  The demand for chips far exceeds supply. Only three companies manufacture them: TSMC, Intel, and Samsung. TSMC is fully booked into 2028. All the chip designers like Apple, Tesla, AMD, Nvidia, Broadcom, Meta, Microsoft, Amazon, and Google… have to diversify their manufacturing beyond TSMC. That's where Intel comes in. Intel's most advanced nodes, 18A and 18AP (not to mention 14A coming in 2027), are ahead of TSMC and way ahead of Samsung. TSMC is only ahead in yield density, but Intel will catch up in Q4. Plus, Intel is adding new fab capacity. Market makers and institutional investors are realizing this and buying Intel stock. No other company in the world besides Intel controls design, manufactu
avatarglowzi
05-05 23:34
$Intel(INTC)$ Lipbu is at 30x, while we're only at 5x. There's still a long way to go for Intel to reach a $1T market cap. By the way, I don't see the appeal in AMD compared to INTC.
avatarglowzi
05-05
$Intel(INTC)$  Intel's share price deserves a breather. There's profit taking, portfolio rebalancing, and geopolitical concerns. But I don't see the price dropping below $90. The best is still to come.
avatarglowzi
05-03
$Intel(INTC)$ From where I stand, there are a few potential catalysts for May. AMD earnings, the possibility of lower interest rates with Warsh leading the Fed, excitement around a potential SpaceX IPO, Trump and CNBC constantly mentioning Intel, the Panther Lake launch, the shareholders meeting, and a possible end to the Iran war.
avatarglowzi
05-01
$Intel(INTC)$ Intel's price target has been raised to $118 from $66 by Tigress Financial.
avatarglowzi
04-29
$Intel(INTC)$ Just the tip of the iceberg… Intel Foundry looks fab-ulous.
avatarglowzi
04-29
$Intel(INTC)$  Intel's Q1 2026 results came in strong on April 23, 2026, beating expectations with $13.6 billion in revenue (up 7% YoY) and non-GAAP EPS of $0.29. The growth was driven by a 22% rise in Data Center & AI revenue and 16% growth in Intel Foundry, signaling a successful turnaround and strong AI CPU demand.
avatarglowzi
04-28
$Intel(INTC)$ This stock is ridiculously cheap. With a valuation under $400B after considering its holdings, it's the only company globally with high-end CPU/GPU design and manufacturing capability.
avatarglowzi
04-28
$Intel(INTC)$ The market will make MU, AMD, and INTC trillion-dollar companies.
avatarglowzi
04-26
$Intel(INTC)$ This board feels more like entertainment… whether you're on the short or long side, thinking that posting here can convince people to sell or buy might be a bit off… as a long-term holder for over a year, I'd rather see more useful information shared, not someone saying "sell now or buy now" or "healthy pullback or to the moon" or "Intel back to $40 or up to $200"… honestly, even if there are 30 IDs posting here, it doesn't change Intel's stock performance… I prefer people posting technical and technological information, like a few do here regarding IFS, chip design, and competition… I believe with 14A, Intel will secure at least all the chip designer business from AAPL, NVDA, AMD, AVGO, and TERAFAB… Intel's 14A is way ahead of
avatarglowzi
04-24
$Intel(INTC)$  Intel will soon be making chips for AMD and Nvdia, and I see a $1 trillion market cap.
avatarglowzi
04-24
$Intel(INTC)$ I think Intel will be worth more than AMD in the next few years. AMD's stock is priced for perfection, while Intel isn't.
avatarglowzi
04-23
$Intel(INTC)$  Oh man... Elon called out Intel on the TSLA earnings call... INTC to da moon! lol
avatarglowzi
04-22
$Intel(INTC)$  HSBC's upgrade from hold to buy, with the price target nearly doubling from $50 to $95 just two days before earnings, says they're really expecting something huge from this report.
avatarglowzi
04-21
$Intel(INTC)$ Talking heads claimed the price drop was due to equipment purchases. But honestly, how is making more and faster chips a bad thing? So if Intel is buying more equipment, that must mean they're anticipating higher sales in the future. Of course, that might be too logical for analysts to grasp.
avatarglowzi
04-20
$Intel(INTC)$ Weak hands sold again, jumping off the ship. Retail investors always fall for the trick.
avatarglowzi
04-17
$Intel(INTC)$ Honestly, it looks like many people are starting to realize that the 18A process is viable, and moving to 14A should be a relatively straightforward step. The key is keeping the bean counters out of the executive offices. Intel has the technology, and customers are coming because they need onshore processing capability with the latest tech.
avatarglowzi
04-17
$Intel(INTC)$ This stock will hit $200 in less than a year. Think of it as an early warning to short sellers.
avatarglowzi
04-16
$Intel(INTC)$ I'm thinking $68 this week and $70 before earnings. After that, it'll depend on the numbers and forward guidance.

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