$Intel(INTC)$  Here's a hypothetical worst-case bearish scenario: Intel Foundry fails and shuts down. That leaves only a duopoly for advanced nodes: TSMC and Samsung. TSMC capacities are already over-constrained, coupled with persistent geopolitical concerns. Samsung offers an alternative foundry, but extended worker strikes and disruptions are wreaking havoc on its fab production. This uncertainty, instability, and near-monopoly pose serious risks to the entire world, not just the U.S. markets. Consumer electronics—laptops, phones, TVs, appliances, cars, etc.—would see prices skyrocket. Military and secret electronics, drones, fighter jets, submarines, radars, satellites, GPS-guided weapons, communications devi

$Intel(INTC)$ There's some tension in discussions about Taiwan. If things develop in that direction, I could see INTC going to the moon.

$Intel(INTC)$ Once Intel reports high 70% yields, there's no turning back—it will blow past 300+.

$Intel(INTC)$ Intel looks like it's preparing for another significant move.

$Intel(INTC)$ Dan Niles argues that Intel is “still undervalued.” He points out that despite the strong rally in semiconductor ETFs, Intel looks favorable on an enterprise value-to-sales basis compared to peers like AMD and Taiwan Semiconductor Manufacturing. He sees a massive AI opportunity for Intel that extends well beyond Nvidia's GPU boom.

$Intel(INTC)$  Bears better turn bullish soon, or things could get rough.

I think the next big and exciting contract for $Intel(INTC)$  within two months might not be from $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , $Advanced Micro Devices(AMD)$ , $Amazon.com(AMZN)$ , or GOOG. It could be Anthropic instead. Let's wait and see.

$Intel(INTC)$  The union rally caused Samsung fab's night shift production to drop by 58%, with workers demanding bonuses of up to $400,000. Updated figures show over 40,000 people attended the rally for better pay. This looks like good news for INTC. Apple is exploring diversifying its foundry options between Intel Foundry and Samsung Foundry. These disruptions spell trouble for Samsung Foundry and favor Intel Foundry.

$Intel(INTC)$ I believe Apple will choose to go with INTC, and Tesla could also benefit from deeper collaboration with Intel. These efforts would strengthen American technology, manufacturing, and jobs.

$Intel(INTC)$  Intel will hit a $1 trillion market cap when the stock reaches $200. Will that happen in 2026 or 2027? China is always a factor to consider.

$Intel(INTC)$  I think Intel is positioned to reach 200 by the end of the year. They're making a strong comeback.

$Intel(INTC)$ Seeing some selling pressure right now isn’t necessarily a bad thing. A lot of those sellers were likely to exit regardless, even if the price moved up a bit. Once they’re out, it could make room for new buyers to step in. That can help the stock advance and potentially test new highs with higher lows, though the direction is still not guaranteed. My own approach is to hold for the long term. A big part of that view stems from national security concerns—the idea pushed during the Trump administration that the U.S. needs its own chip supply chain rather than relying on others. That’s why companies like Intel remain important going forward.

Take a look at SMCI. We're seeing the exact same bearish playbook that was used against Intel a year ago — attacks on leadership (including the Asian CEO), negative sentiment, and constant noise trying to shake confidence. But the fundamentals tell a very different story. SMCI has strong revenue, growing demand, and numbers that are already in the same conversation as Intel, yet it sits at a ~$15B market cap versus Intel's ~$500B. If execution holds, this isn't a $15B company. It has a realistic path toward a $300B–$350B valuation. We've seen this movie before. $SanDisk Corp.(SNDK)$  was 2025. $SUPER MICRO COMPUTER INC(SMCI)$  and $Intel(INTC)$  ar

$Intel(INTC)$ Secretary of the Treasury Bessent just outlined Intel's US investment strategy and the reasoning behind it. Big kudos to Intel for being the US company working to strengthen the US chip supply chain, on the path to turning things around.

$Intel(INTC)$ Intel is still in the early stages of a durable, multi-year structural recovery.

$Intel(INTC)$ I'm seeing that 88% of the company is now held by institutional giants and high-conviction longs. They don't look like they'll sell until the price is above $150.

Google surged after hours on strong earnings. That could provide more tailwinds for $Intel(INTC)$ , since Intel is Google's CPU supplier. The overall momentum looks positive.

$Intel(INTC)$  Intel has been undervalued. Almost always after such a huge run-up, we see some sort of regression. But here, nothing proves it's worth 85. If LBT can execute what we believe he's capable of, we could reach 200 within 18 months. We'll see.

$Intel(INTC)$ Intel is now Wall Street's darling, whether you like it or not. Fabs will explode over the next few years. There's ridiculous demand for everything Intel—CPUs and manufacturing.

$Intel(INTC)$ INTC shares managing to rise even one day after a stellar upward validation reset speaks volumes about the innovative (and subscriptive) context at Intel. They're turning the put/call ratio of .91 closer to the full-on bullish ratio – "the train has left the station" and it won't be back anytime soon. Off we go, folks!