glowzi
04-26 23:42

$Intel(INTC)$ 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 TSMC's 1.6 nm… also, Intel's 18A is technically ahead of TSMC's 2nm… the only thing TSMC leads in is yield, but I believe Intel will have a yield better than 80% by year-end. TSMC has an edge on Intel only in scale, but I believe Intel will have a market share better than 30% in IFS by the end of 2029. Don't count LBT out… he's the key player.

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