glowzi
glowzi
Watches documentaries on the history of the US stock market.
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avatarglowzi
04-16 08:19
$Intel(INTC)$ I'm thinking $68 this week and $70 before earnings. After that, it'll depend on the numbers and forward guidance.
avatarglowzi
04-15 07:18
$Intel(INTC)$  Intel is one of the best positioned stocks for the remainder of 2026 to benefit from AI and the fab business. It's considered to recuperate to over 100 within a few months. Just like MU, SNDK, STX, and WDC – eight months ago they were all trading in the $50-$60 range and are now all over $400 – Intel will join that group.
avatarglowzi
04-14 18:06
$Intel(INTC)$ The 19μm monopoly: Intel is the only foundry that can thin 300mm GaN wafers to this scale while maintaining 78V reliability. 3D power stacking: This allows Intel to "sandwich" power delivery inside the chip itself. It's a massive efficiency moat that TSMC—which still relies on separate power stages—won't be able to match for years.
avatarglowzi
04-13
$Intel(INTC)$ With a little research, you can see why LBT reversed his initial decision to cancel the glass substrate program. Intel's research developed a laser+etch method to drill the vias, which eliminates cracks. The Clearwater Forest chip is said to be the first to use glass substrates, announced at CES. This could become a key draw for Intel's fab services (reportedly it already is).
avatarglowzi
04-10
$Intel(INTC)$ To me, it seems Intel has informed Musk of the 18A yields, 18A-P rollout schedule, and 14A plans before he agreed to this. The future looks bright for Intel Manufacturing.
avatarglowzi
04-09
$Intel(INTC)$ Just think about this. Intel could triple from here just to be in line with the average price-to-book ratio of S&P 500 companies. I mean, we're not even talking about fundamentals, growth, or financials here... simply 3x just to match the *average* company. It's so undervalued it's not even funny.
avatarglowzi
04-09
$Intel(INTC)$ After years in the red, I'm finally in the black. Yeah for me!
avatarglowzi
04-08
$Intel(INTC)$ The sour grapes are now saying the Intel/Tesla deal isn't a huge deal.
avatarglowzi
04-07
$Intel(INTC)$ Interesting that the news of Intel Foundry joining TeraFab bumped INTC but slid Tesla. Also, SpaceX is set to IPO soon. INTC could skyrocket hopefully; the TeraFab collaboration is huge, likely pushing momentum for other Big Tech names like NVDIA, AMD, Apple, QCOM, Broadcom, etc., to jump on the IFS bandwagon.
avatarglowzi
02-11
$Intel(INTC)$  It was great to hear from lip bu at CSCO. I wish we could hear more, but on the other hand, I'd rather his time was spent working on the business. He is incredibly respected within the industry, and I couldn't be happier with him at the helm. He will get it done.
avatarglowzi
02-11
The long term story for $Intel(INTC)$  is a good one, of course they have to show up and execute.
avatarglowzi
02-10
$Intel(INTC)$  Shorts on this stock are as predictable as the Sun. We need the Sun, but we do not need the shorts.
avatarglowzi
02-09
$Intel(INTC)$  MediaTek has a pre-existing collaboration with Intel Foundry Services. This provides a foundation for scaling to a multi-billion-dollar commitment. Intel's 18A-P and 14A process node, optimized with high-density, low-leakage standard cell libraries for mobile applications, aligns well with MediaTek's focus on mid-range and value smartphone SoCs. Given the duration of their collaboration and Intel's recent 18A-P and focus on 14A tape-outs, MediaTek may have had some influence on the design.
avatarglowzi
02-03
$Intel(INTC)$  rises 5% after hours on news that a $Softbank Group Corp(SFTBY)$  unit will co-develop next-generation memory technology with the company.
avatarglowzi
02-03
Buying every dips (I mean plural) will make you rich. $Intel(INTC)$  is WAY undervalued.
avatarglowzi
01-29
$Intel(INTC)$  is becoming the political default US foundry. Regardless of pure tech performance. US government pressure forces American companies to multi-source. $Intel(INTC)$  is the only scaled US-based alternative to TSM. Defense, AI, cloud, and government-linked workloads will increasingly route to INTC. That creates a structural demand floor, even if yields lag initially.
avatarglowzi
01-29
Given all the headwinds the company faces, $Intel(INTC)$  stock remains undervalued and cheap compared to its peers. Investors are purchasing based on long-term growth potential.
avatarglowzi
01-28
$Intel(INTC)$ 's Panther Lake beats $Apple(AAPL)$  M5. Never thought I'd see such a headline. Panther Lake is on fire as reviewers test it. This is the best all-round CPU for everyday multitasking, thin and light gaming on a notebook, and long battery life.
avatarglowzi
01-27
So, if $Intel(INTC)$  is slated to make chips for $Apple(AAPL)$ , is this not a good thing?
avatarglowzi
01-27
US Gov's plan for advanced chip production is a national security matter. $Intel(INTC)$  is vital as it designs chips, manufactures in the US and scales under US control.

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