$Intel(INTC)$ 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
$Intel(INTC)$ 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.
$Intel(INTC)$ 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.
$Intel(INTC)$ 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.
$Intel(INTC)$ 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.
$Intel(INTC)$ 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.
$Intel(INTC)$ 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
$Intel(INTC)$ 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.
$Intel(INTC)$ 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.
$Intel(INTC)$ 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.