King19
01-23 21:51

Good time to buy on the dip πŸ˜…

Intel Slumps on Weak Q1 Guidance: Opportunity or Trap?
Intel delivered a mixed Q4: revenue fell 4% YoY but beat estimates, EPS jumped 15% YoY, and Data Center & AI revenue rose 9% above expectations. Intel also completed a $5B equity sale to NVIDIA, and marked 18A as the first leading-edge node in mass production on U.S. soil. However, weak Q1 guidance on revenue, EPS, and gross margin sent shares down 11% after hours. Is Intel’s post-earnings selloff driven more by near-term execution issues or conservative guidance? If supply and yields improve after Q1, can 18A and future 14A customers re-anchor the turnaround story?
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