Winning Trades
Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
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Comments
Buying at $63 - excellent that you got it at $28 ! Wow ! Fantastic !!!
Intel Q3 earnings, Q4 guidance miss, Israel fab explosion, and PC market slowdown: Short-term sentiment is sharply negative with shares already down over 22% after weak Q4 revenue guidance of $15–16 billion versus the $17.1 billion consensus, compounded by a fear-driven market environment. Long-term impact centers on Intel's ability to manage fab disruption costs, sustain data center and AI-related demand strength, and navigate a prolonged PC downturn while investing in advanced nodes like 18A. Key risk is further downside if PC weakness extends beyond the first half of next year or if the Israel fab’s wafer salvage and production ramp encounter additional delays.