$Intel(INTC)$ Ten years from now, this will be a $5 trillion market cap American behemoth. Easy call. Too big and important to fail for national security reasons. I'm holding and adding on weakness.
$Intel(INTC)$ Intel's U.S. foundries matter because they give the country domestic advanced semiconductor manufacturing capacity, which supports America's economic, technological, and national security interests.
$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ Trump said last week the Fed better be cutting rates, not raising them. That was probably all for show. He likely knows they will raise. But that could actually be good for the market. It might get the bond hawks off his back.
$Intel(INTC)$ It would be interesting if there's no rate hike at all, since a hike is already priced in. The market could really take off in that scenario.
$Intel(INTC)$ I agree with the calls from major AI leaders to slow down big model development and add safety evaluation, coordination, and boundaries around how fast the most advanced systems are trained and deployed. That is not the same as saying companies should stop using AI or stop building data centers. If anything, this could weigh on GPUs and help CPUs, which could be beneficial for Intel. I would consider today an opportunity to add cheap shares to hold long term. The market was reacting indiscriminately across the entire sector, and Intel should rebound quickly once smart money moves back in. Still long and strong on Intel.
$Intel(INTC)$ Spidey sense says we get a big green dip and rip with a massive bull flag at 107.50 by the close. Market makers play wicked games, they're just not going to let retail back in cheap.
$Intel(INTC)$ I can't give a personal pick here. I'm not a financial advisor, and asking which one I'd buy is really just looking for a recommendation framed as a hypothetical. What I can do is lay out the tradeoffs so you can apply your own framework. Intel is the biggest pure-play bet on the reshoring and CHIPS Act thesis, but it also carries the most execution risk, with years of delayed roadmaps and a foundry business that's still bleeding cash.
$Intel(INTC)$ Wccftech reports that OpenAI's GPT-6 Astra is spawning armies of agents that run on local CPUs, which hands Intel and AMD a demand windfall. All of this means CPU demand is set to sky-rocket, which should bode well for Intel and AMD.
$Intel(INTC)$ It is hard to picture the US government selling its Intel stake while it keeps talking up the need for onshore chip production in the US. Realistically, a sale might be two decades away, if it happens at all.
$NVIDIA(NVDA)$ Lumo's answer was 188-190, and I'm not trying to sell them since I pay for the service. I used 188 X 107% and came up with a $389 year-end price target. Yes, we still have a long way to go though.
$Intel(INTC)$ Intel should be trading at $150, it's tremendously undervalued. I sold Nvidia and bought Intel on Friday. I see more potential here than where I was at with Nvidia.
$Intel(INTC)$ Imagine paying 100K a month for Truth Social real-time algo feeds, and all it tells you is to buy Intel? Hedge funds, I could have told you that for free.
$Intel(INTC)$ DELL and HPE both posted blowout numbers and gave big increases in their forecasts. Kind of makes you wonder who benefits from a huge CPU backlog. And who picks up the slack in foundry and advanced packaging with TSM maxed out. Earnings and revenue look ready to take off. There was a reason $20 billion got gobbled up at $95.
$Intel(INTC)$ This is why $Solowin Holdings(AXG)$ keeps showing up on my watchlist. Major progress on the regulatory hurdle. Stablecoin market around $308B. Revenue at $28.05M. YoY growth of +895%. The AlloyX acquisition valued at $350M. The next question is simple: how much volume can $Solowin Holdings(AXG)$ actually bring onto the platform?
$Intel(INTC)$ This stock would probably be trading around $300 if they hadn't created all these synthetics. That said, the encouraging part is that things may be wrapping up, since dark pool prints keep lining up with FTDs.